Alan McKnight

Tel: (770) 951-9001
200 Galleria Parkway SE, Suite 1150
Atlanta, GA 30339

Professional Wealth Management Services

Kays Financial Advisory Corporation | Financial Advisor in Atlanta ,GA

About Kays Financial Advisory Corporation

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth
management firm located in North Atlanta, Georgia, at the Cobb
Galleria Center. Founded in 1985, the firm provides full-time
money management and comprehensive financial planning services
to individuals and families. We have designed our services to
grow, protect, and conserve clients' wealth by delivering a
high level of personalized service and expertise. We exist to
help our clients make smart decisions about their money to
achieve their financial goals.

Our firm offers:

Highly educated, credentialed and experienced advisors

A big picture approach to personal finances

A system of client review meetings

A team approach to working with clients

A transparent and fair fee structure

Tax planning advice

Integration of estate plans with your financial plan

Expertise in retirement distribution and long term care
planning

Ongoing client communication through meetings, e-mails, client
seminars and our weekly radio show Smart Money

22 Years of Experience



General Information
Firm Start Year:   1985
No.of Employees:   10-19
Insurance License#:   GA 505632
Name of Custodial Firm:   Charles Schwab & Company
States Licensed in:   GA
Number of Years with Current Firm:   19
Work Experience:   I have been a partner and Vice President for
Kays Financial Advisory Corporation in Atlanta,
Georgia for over 16 years.

During my career in the financial services
business, I have been quoted frequently in the
Atlanta Journal-Constitution on many types of
personal financial planning issues as well as
professional journals such as Financial Advisor
and the Journal for Financial Planning. I was
also a featured speaker at the 1st annual Money
& More Personal Investment Seminar held at the
Georgia World Congress Center in September 1998.

I also co-host a local talk radio show Smart
Money on WYAY 106.7 FM Smart Money every
Saturday afternoon at 1pm.

I work part-time as an accounting/finance
adjunct faculty where I teach Personal Financial
Planning, Securities Analysis, Options and
Futures, Management of Financial Institutions,
Mergers and Acquisitions and Managerial Finance.
I work with the following types of clients:   Individual Investors


Services
Investment Types:   Exchange Traded Funds (ETFs) , Alternative Investments , Stocks , Mutual Funds , Options & Futures , Bonds , Commodities
I can meet clients in the following ways:   Via phone , At your office , At my office , At your home , Via email


Qualifications & Memberships
Insurance and Annuity Licenses:   Disability , Accident , Annuity , Health , Life , HMO , Variable Annuity , Long Term Care , Variable Life
Financial Organization Memberships:   GA Society of CPAs and the CFA Institute , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Member of Johns Creek Baptist Church
Member of the Atlanta Athletic Club


Firm Information
Firm's Number of Clients:   480
Firm's Number of Planning Clients:   480
Firm's Number of Managed Clients:   480
Assets Managed by Firm:   520,000,000
Advisor's Number of Clients:   200
Advisor's Number of Managed Clients:   200
Advisor's Number of Planning Clients:   200
Assets Managed by Advisor:   $200,000,000


Compliance
Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets , Hourly , Flat Fee
Fee % Based on Assets:   1% or less
Hourly Rate:   $275
Flat Fee Rate:   Varies
Additional Details on Charges:   Flat fees will vary depending on the time spent on working for the client.


Education
Bachelor of Mechanical Engineering Technology  Southern Polytechnic University
-

Master of Business Adminstration - Finance  Kennesaw State University
-

Doctor of Business Administration - Candidate - Finance   University of Florida - Gainesville, FL
2016-2019



FAQs

  • What are your qualifications? What is your education background? * Master of Business Administration - Finance * Currently pursuing a Doctor of Business Administration in Finance at the University of Florida * CERTIFIED FINANCIAL PLANNER Practitioner * 18 years as an accounting/finance faculty
  • What is your approach to financial planning? We take a holistic approach to financial planning, objectively reviewing our clients risk mananagement and insurance, retirement plan, investments, taxes and estate planning
  • What services do you offer? Full Wealth Management on a fee-only basis.
  • How many clients do you currently manage? 181
  • Will you be the only person working with me? No, I have a team of other professionals.
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DISCLOSURE

Alan McKnight

Alan McKnight

CERTIFIED FINANCIAL PLANNER™ Certificant, CLTC, CSA, Ed Slott Master Elite IRA Advisor

Biography


* Alan is Vice President and Principal in charge of Client Relations working in the areas of Retirement Planning, Investment Planning, Insurance Panning, Tax Planning and Estate Planning.
* He is CERTIFIED FINANCIAL PLANNER Practitioner and has an earned MBA in Finance. He is currently pursuing a Doctor of Business Administration in Finance from the University of Florida and is doing research in Securities Analysis, Investments and Investor Behavior.
* He is also an adjunct faculty member teaching Personal Financial Planning, Securities Analysis, Corporate Finance, Managerial Finance, Mergers and Acquisitions, Derivatives as well as Banking and Management of Financial Institution.

Communities Served

Acworth Alpharetta
Atlanta Austell
Avondale Estates Canton
Clarkston Conley
Dallas Decatur
Douglasville Duluth
Ellenwood Emerson
Fairburn Forest Park
Hiram Kennesaw
Lawrenceville Lilburn
Lithia Springs Lithonia
Mableton Marietta
Morrow Norcross
Pine Lake Powder Springs
Rex Riverdale
Roswell Scottdale
Smyrna Stone Mountain
Tucker Union City
Woodstock Metro Atlanta

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 5:00 PM

Compensation Arrangements

Check

Awards & Recognitions


Awarded 2017 list of Top Wealth Managers
(10/01/2015)

Recognized for FIVE STAR "Best in Client Satisfaction" Wealth Managers award in Financial Planning.

Social Networks


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