RK
RK
Rose Kilkenny
10 Years of Experience
Boca Raton, FL
2 DisclosuresBroker
Rose Kilkenny is a registered investment advisor at Nfsg Corporation, based in Boca Raton, FL, with 10 years of industry experience. Rose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 3,096 clients with $1.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
73 advisors
Number of Clients
3,096 clients
Average Client Portfolio
$350K average
Assets Under Management
$1.1B
Fee Structure
Minimum Investment:$25K
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is up to 2%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1200 North Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (2)
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Criminal
May 1995Final Disposition
Criminal
December 1994Final Disposition
Employment History
Current Registrations
Nfsg Corporation
January 2026 - Present · 4 mos
Newbridge Securities CorporationBroker
June 2015 - Present · 10 yrs 11 mos
State Registrations6 states
AZFLMANCNVSD
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.