Kevin Dunford is a CFP-designated registered investment advisor at Better World Planning, based in Snowflake, AZ, with 5 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Better World Planning offers a comprehensive planning membership for $350/month. This includes financial planning, investment advice, estate planning documentation, insurance needs analysis, personalized health and fitness coaching, and virtual meetings. Clients maintaining active membership for six months receive a one-year Function Health membership.
- One-Time Comprehensive Financial Plan: $4,000. Includes comprehensive financial planning, estate planning documents, immediate access to a one-year Function Health membership, personalized fitness and nutrition coaching guidance, and 6 months of implementation support.
- Hourly Consultation: $250/hour
Location
Snowflake, AZ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Better World Planning
Previous Registrations
Switchpoint Financial Planning LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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.