KD
KD

Kinder Dean

14 Years of Experience
Nashville, IN

Kinder Dean is a registered investment advisor at Kinder Financial Services, based in Nashville, IN, with 14 years of industry experience. Kinder operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 8 clients with $560K in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
8 clients
Average Client Portfolio
$70K average
Assets Under Management
$561K

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $500K1.25%
$500K - $1.0M1.00%
$1M+1.00%

Fees negotiable for amounts above $1,000,000.

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

2508 Country Club Road, Nashville, IN, 47448

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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
Kinder Financial Services
March 2014 - Present · 12 yrs 2 mos
Previous Registrations
Kinder Financial Services
March 2011 - December 2013 · 2 yrs 9 mos
State Registrations1 state
IN
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.