KK
PFS
KK
PFS

Kenneth Krey

10 Years of Experience
Jacksonville, FL

Kenneth Krey is a PFS-designated registered investment advisor at Financial Independence Advisors, LLC, based in Jacksonville, FL, with 10 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 186 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
186 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$189.6M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.50%
$3.0M - $5.0M1.00%
$5M+0.75%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

4350 Pablo Professional Court, Jacksonville, FL, 32224

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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 Activities

Kenneth is the owner/president of Kenneth R. Krey CPA, PLLC, providing accounting services and dedicating minimal time to it. He is also a partner at GunnChamberlain, PL, where he provides accounting services.

Employment History
Current Registrations
Financial Independence Advisors, LLC
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
Gunn & Company Investment Management, INC.
September 2015 - October 2022 · 7 yrs 1 mo
State Registrations1 state
FL
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.