Desiree Kaul is a CFP, ChFC-designated registered investment advisor at Kaul Financial Solutions, based in Satellite Beach, FL, with 2 years of industry experience. Desiree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 10 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial Planning Services: Offered on an hourly basis at $250 per hour, with a minimum fee of three hours per project. The total fee depends on the complexity of your financial situation and planning goals.
- Tax Preparation Services: Fixed fee based on the number and type of forms and schedules required. The minimum base fee is $175, and current fees are available on the website.
Location
Satellite Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Desiree works as a Financial Wellness Advisor for Plancorp, LLC, dedicating full-time hours to providing financial planning services. She is also the Founder & Chief Compliance Officer of Kaul Financial Solutions LLC, spending about a quarter of her time providing financial services, and a Course Facilitator for The American College of Financial Services, dedicating a few hours per week to mentoring veterans and spouses transitioning into financial services careers.
Employment History
Current Registrations
Kaul Financial Solutions
Previous Registrations
Plancorp, LLC
Mainstreet Financial Planning, INC.
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.