Kefauver Financial Planning & Wealth Management tends to focus on the needs of families and
professionals, and those who look to us for serious financial planning and investment
the approach to, and duration of, retirement. We'll strive to give you the attentiveness
of that important honor.
From more than two decades of financial planning and service, we are convinced of three simple things:
Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both.
Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans.
SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.
|Firm Start Year:||2010|
|Name of Broker/Dealer:||LPL Financial|
|Name of Custodial Firm:||LPL Financial|
|States Licensed in:||CA, CO, FL, IL, MA, MD, NC, NH, NV, PA, TN, VT, WV|
|Number of Years with Current Firm:||8|
|I work with the following types of clients:||Individual Investors, Non-Profit Organizations, Businesses|
|I can meet clients in the following ways:||Via phone, At your office, At your home, Via email, Video Conference, At my office|
Qualifications & Memberships
|Insurance and Annuity Licenses:||Annuity, Disability, Life, Long Term Care|
|Financial Organization Memberships:||Financial Planning Association (FPA)|
|Registered Investment Advisor:||Yes|
|Investment Advisor Representative:||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 and Fees
|Fee Structure:||Fee-Based (Fee and Commissions)|
|Minimum Portfolio Size for New Managed Accounts:||$0|
|Compensation Methods:||Based on Assets, Flat Fee|
Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, MA, MD, NC, NH, NV, PA, TN, VT, WV.
Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over a decade of financial planning experience. He is a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association.
Russ also proudly supports the Foundation for Financial Planning which brings free, professional financial advice to wounded veterans, domestic violence survivors and many others. Russ believes that every client needs help realizing their Big Ideas, and that smart financial planning goes a long way toward helping clients enjoy life's simple pleasures.
|Mon.||9:00 AM - 6:00 PM|
|Tue.||9:00 AM - 6:00 PM|
|Wed.||9:00 AM - 6:00 PM|
|Thu.||9:00 AM - 6:00 PM|
|Fri.||9:00 AM - 6:00 PM|