John Kann
John Kann is a CFP-designated registered investment advisor at Twinleaf Financial Advisors, based in Winter Park, FL, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 82 clients with $12M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are blended. The fees are deducted by the qualified custodian of record on a quarterly basis.
Fee Estimator
Location
Winter Park, FL
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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 ActivitiesSells Insurance
John operates under the names Twinleaf Insurance DBA and Twinleaf Insurance Agency DBA, which are related to Twinleaf Financial Advisors, selling all lines of insurance. This activity takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Twinleaf Financial Advisors
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
State Registrations15 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.