Patricia Kane is a CFP-designated registered investment advisor at Kane Financial Planning, based in East Hartland, CT, with 18 years of industry experience. Patricia operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Divorce Planning, Education Planning, and 6 more. Their firm serves 10 clients with $6.2M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.50% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Contact
Patricia Kane
Location
East Hartland, CT
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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.
Learn about disclosures →Employment History
Current Registrations
Kane Financial Planning
Previous Registrations
Connecticut Wealth Management, LLC
Kr Wealth Management, LLC
LPL Financial LLC
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
Additional Information
Patti is a devoted runner and reader.Patti is actively involved in both community and social organizations; She presently serves on the board of directors of PLAN of Connecticut and is their investment committee chair. She is also a past President of the College Club of Hartford.Patti and her husband Steve are the proud parents of two adult daughters. Their older daughter is a doctor of school psychology. Their younger daughter is a doctor of physical therapy.