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Kent Boatwright

Strategic Financial Concepts, LLC
6 Years of Experience
Houston, TX
BrokerSells Insurance
View SEC Summary
View SEC Summary

Kent Boatwright is a registered investment advisor at Strategic Financial Concepts, LLC, based in Houston, TX, with 6 years of industry experience. Kent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 3,824 clients with $930M in assets under management.

Strategic Financial Concepts, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
3,824 clients
Average Client Portfolio
$243K average
Assets Under Management
$927.7M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.50%
$500K - $1.0M2.00%
$1M+1.50%

Fees are negotiable based on individual client circumstances and the scope of the relationship. LPL sponsored advisory program fees have separate maximums up to 2.50% or 3.00%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3800 Washington Avenue, Houston, TX, 77007

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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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Other Business ActivitiesSells Insurance

Kent is involved in several business activities, including NFA Wealth Management, Pinnacle Capital Management (property and casualty insurance), Strategic Financial Concepts LLC, AFG Brokerage, and National Financial Alliance Insurance. He also works as a driver for DoorDash and Lyft, and dedicates time to providing investment advisory services.

Employment History
Current Registrations
Strategic Financial Concepts, LLC
April 2021 - Present · 5 yrs 6 mos
LPL Financial LLCBroker
August 2020 - Present · 6 yrs 2 mos
State Registrations2 states
KYTX
AdvisorBrokerBoth

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.
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