Kevin Dunford is a CFP-designated registered investment advisor at Boldin Advisors, based in Snowflake, AZ, with 6 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, High Net Worth, Insurance Planning, and 1 more. Their firm serves 821 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Boldin Advisors charges up to $6,000 annually for ongoing financial planning engagements. Fees may be negotiated based on the scope and complexity of the services provided.
- Hourly financial planning — $300 to $475 per hour for consultations and specific financial advice
- Fixed-fee financial plan or project — up to $6,000 depending on the nature and complexity of the services
Location
Snowflake, AZ
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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
Kevin owns KJD Investments LLC, a business brokerage account used to trade options, dedicating minimal time to it. He is also a tax preparer with Intuit, spending about 10-20% of his time during tax season (December through April) and a few hours per week during trading hours.
Employment History
Current Registrations
Boldin Advisors
Previous Registrations
Better World Planning
Switchpoint Financial Planning LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.
Exams
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