Kenneth Painter
Kenneth Painter is a CFP-designated registered investment advisor at Strata Wealth Advisors, LLC, based in Dallas, TX, with 25 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 227 clients with $890M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Standard fee ranges from 0.30% to 1.25% based on assets under management. Comprehensive advisory clients are subject to annual minimum fees of $3,000 or $15,000 depending on the service model. Fees are negotiable.
Fee Estimator
Location
Dallas, TX
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Regulatory History (1)
Criminal
October 2006Other Business ActivitiesSells Insurance
Kenneth is the secretary for Insight Flooring Technologies, LLC, president of Education Without Borders, and an independent insurance agent. He also manages KRP Holdings, LLC.
Employment History
Current Registrations
Strata Wealth Advisors, LLC
Previous Registrations
Mutual Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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