Doug Kinsey CFP®, CIMA®, AIFA®
Partner
Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio.
Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has received his master's of liberal arts in management degree from Harvard University in 2020.
Doug's passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor.
Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $300,000,000 in assets and serves 300 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, estate planning, tax preparation and planning and private market investments for accredited investors.
Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and
Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are.
In addition to general financial planning advice, we provide tax preparation and planning; investment management;
pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of
other services.
We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of
expertise that we can put to work for you.
General Information |
| Firm Start Year: | 2007 | |
| No. of Employees: | 5-9 | |
| Name of Custodial Firm: | TD Ameritrade Institutional, Folio Institutional and Betterment |
| Number of Years with Current Firm: | 18 |
| Work with the following types of clients: | Individual Investors, Non-Profit Organizations, Businesses |
| Advisory Services Provided: | Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management |
Services |
| Investment Types: | Stocks, Bonds, Mutual Funds, Annuities, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI) |
| Can meet clients in the following ways: | Our Offices, Phone, Email, Video Conference |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability |
| Financial Organization Memberships: | Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA) |
Firm Information |
| Firm's Number of Clients: | 250 |
| Firm's Number of Planning Clients: | 200 |
| Firm's Number of Managed Clients: | 50 |
| Assets Managed by Firm: | $100,000,000 |
| Advisor's Number of Clients: | ~300 |
| Assets Managed by Advisor: | $300,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Only |
| Minimum Portfolio Size for New Managed Accounts: | $1,000,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
| Fee % Based on Assets: | 1 |
| Hourly Rate: | $500 |
| Minimum Fee Charged for Managed Accounts: | $5,000 |
| Minimum Fee Charged for Hourly Planning Accounts: | $3500 |
Education |
| BA - Political Science | The Ohio State University - Columbus, OH 9/1979-6/1983 |
| Master's Degree - Strategy and Management | Harvard University - Cambridge, MA 06/2018-05/2020 |
FAQs |
Do you have a customer satisfaction or refund policy?We do guarantee your satisfaction or you may cancel our agreement at any time without penalty. |
Why should I choose you as my financial advisor?CFP, CIMA, and BA from The Ohio State University. Currently pursuing a Masters in Management & Finance at Harvard University. Have done graduate work at the University of Chicago for the CIMA Certification. |
What are your qualifications? What is your education background?We believe that financial planning should be comprehensive, and take into consideration all aspects of a client's life - goals, current and expected financial condition, risk exposure, tax management, investment strategy, etc. |
How are you compensated? How will I pay for your services?We are primarily a flat-fee firm. We bill our fee quarterly and you can pay us directly or have us deduct our fee from an investment account. |
If you are going to manage my account, will you obtain my permission every time you buy or sell something?No, you and our team create your overall strategy and we take the necessary actions on a routine basis to adjust or improve the strategy as needed. |
Disclosures |
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WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. |
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Additional Detailed Disclosures |
Registered Investment Advisor:
Yes
Investment Advisor Representative:
Yes
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
| Mon. | 9:00 AM - 5:00 PM |
| Tue. | 9:00 AM - 5:00 PM |
| Wed. | 9:00 AM - 5:00 PM |
| Thu. | 9:00 AM - 5:00 PM |
| Fri. | 9:00 AM - 5:00 PM |
| Columbus, Dayton and Cincinnati Ohio. Satellite office in Los Angeles. |
| Check | MasterCard |
| American Express | PayPal |
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