TK
CFP
TK
CFP

Tiffany Kent

11 Years of Experience
Atlanta, GA

Tiffany Kent is a CFP-designated registered investment advisor at Wealth Engagement, based in Atlanta, GA, with 11 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $110M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
60 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$105.0M

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum management fee is 1.00%, which may be negotiated at the sole discretion of the Adviser.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3715 Northside Parkway NW, Building 100, Ste 500, Atlanta, GA, 30327

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Wealth Engagement
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Alliancebernstein L.P.
March 2018 - September 2020 · 2 yrs 6 mos
Sanford C. Bernstein & CO., LLCBroker
March 2018 - September 2020 · 2 yrs 6 mos
Friedberg Investment Management, INC.
January 2015 - March 2016 · 1 yr 2 mos
Banc of America Securities LLCBroker
December 2002 - September 2003 · 9 mos
Goldman, Sachs & CO.Broker
September 2001 - November 2002 · 1 yr 2 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.
Tiffany Kent - Financial Advisor | TrueAdvisor