KB
CFP
KB
CFP
Kevin Burkle
17 Years of Experience
Jacksonville, FL
2 Disclosures
Kevin Burkle is a CFP-designated registered investment advisor at Hcp Wealth Planning, LLC, based in Jacksonville, FL, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Initial financial plan — $2,400 to $3,500, depending on complexity and scope. You can pay in a lump sum or spread the payments over six months.
- Follow-up financial plan — $500 to $1,200, depending on the scope and complexity of the follow-up request.
One-Time Plan:$2,400 - $3,500
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Location
Jacksonville, FL
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Regulatory History (2)
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Employment Separation After Allegations
April 2018Criminal
November 2004Final Disposition
Employment History
Current Registrations
Hcp Wealth Planning, LLC
May 2019 - Present · 7 yrs
Previous Registrations
Strategic Advisers LLC
December 2009 - May 2018 · 8 yrs 5 mos
Fidelity Brokerage Services LLCBroker
January 2008 - May 2018 · 10 yrs 4 mos
Fidelity Investments Institutional Services Company, INC.Broker
July 2007 - January 2008 · 6 mos
State Registrations2 states
FLTX
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.