Brian Kinney is a CFP-designated registered investment advisor at Financial Life Journeys, based in Peyton, CO, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 23 clients with $6.5M 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 $1.0M | 0.80% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.20% |
Fee Estimator
Contact
Brian Kinney
Location
Peyton, CO
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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 →Other Business Activities
Brian is a Director of legacy and asset giving for Compassion International since September 2024, working with donors for planned giving. This takes about a quarter of his time, with 30 hours occurring during trading hours.
Employment History
Current Registrations
Financial Life Journeys
Previous Registrations
First Ascent Financial, LLC
Alpers Financial Planning, INC.
Strasbaugh Financial Advisory, INC.
State Registrations2 states
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.