Kent Zahner is a registered investment advisor at Keynote Financial Services, LLC, based in Vernon, CT, with 22 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 225 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
If Keynote Financial Services manages your money, the annual fee ranges from 0.5% to 2% of the market value of your investments. The exact percentage depends on the size and complexity of your account. The fee is calculated at the end of each calendar quarter and paid quarterly.
Location
7 Keynote Drive, Vernon, CT, 06066
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Regulatory History
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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Kent is a licensed CPA, but no longer practices as of December 2022. He reports no other outside business activities.
Employment History
Current Registrations
Keynote Financial Services, LLC
State Registrations1 state
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