VETTED

Kane Vines

CFP®, CRPC®, APMA®
Expound Wealth Management
Kane Vines
Tel: 469-409-7283 6860 Dallas Parkway #200 Plano, TX 75024
About Kane Vines
Kane Vines is a licensed Private Wealth Advisor at Expound Wealth Management with over two decades of rich investment experience and esteemed certifications like *CFP®, **CRPC®, and APMA®.

A Dallas native, Kane's academic pursuits led him to the University of Texas at Austin. His decision to become a financial advisor stems from a profound passion for investments and an innate desire to help people improve their financial situation. In his own words, "I want to help people do better for themselves financially and give them confidence in their future."

To Kane, there's no feeling quite like seeing clients get so excited when they achieve their financial aspirations. With a deep understanding that financial growth isn't an overnight affair, Kane's expertise lies in meticulously crafting strategies that aim to ensure sustained, long-term success.

Kane Vines is married to his wife, Anna, and they have two amazing kids, Sadie and Faryn. When he's not putting smiles on clients' faces, Kane Vines enjoys spending time with his family watching movies, listening to music, or traveling.

*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification mark CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification mark.

**CRPC® conferred by College for Financial Planning
About Expound Wealth Management
At Expound Wealth Management, we're not just about numbers and charts. We see dreams and aspirations, and were all about helping you pursue that place of stability and security you can't get to by yourself.
See Disclosures
General Information
No. of Employees:

2-4 Employees

Insurance License#:

1220336

Name of Broker/Dealer:

LPL Financial

States Licensed in:

AL, AR, CA, CO, CT, DC, FL, IA, IL, IN, KS, KY, ME, MI, NC, NV, NY, OK, PA, SC, TX, WI

Number of Years with Current Firm:

22

Work Experience:

22 years in the financial services industry Certified Financial Planner® Chartered Retirement Planning Counselor® Accredited Portfolio Management Advisor"

Work with the following types of clients:

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced:

English

Advisory Services Provided:

Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Qualifications & Memberships
Insurance and Annuity Licenses:

Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life

Services
Investment Types:

Annuities, Stocks, Bonds, Mutual Funds, Insurance, Alternative Investments, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Can meet clients in the following ways:

Phone, Our Offices, Video Conference

Compensation and Fees
Fee Structure:

Fee-Based

Minimum Portfolio Size for New Managed Accounts:

$100,000

Compensation Methods:

Based on Assets, Flat Fee

Firm Information
Advisor's Number of Clients:

175

Advisor's Number of Managed Clients:

150

Advisor's Number of Planning Clients:

80

Total Assets Under Management by Advisor:

$100,000,000

Preferred meeting methods
I provide a free initial consultation:

Yes

Education
Bachelor of Science:
University of Texas - Austin, TX
08/01/1998 - 05/01/2000
22 Years of Experience
CRD# 4640885Firm CRD# 6413Insurance License# 1220336Series: 66, 7
Compliance
Investment Advisor RepresentativeYes
Compliance Disclosures in Last 5 yearsI have a clean record
Criminal Disclosures in Last 5 yearsI have a clean record
Office Hours
Monday9:00 AM - 6:00 PM
Tuesday9:00 AM - 6:00 PM
Wednesday9:00 AM - 6:00 PM
Thursday9:00 AM - 6:00 PM
Friday9:00 AM - 6:00 PM
Awards & Recognitions
Five Star Wealth Manager - Texas Monthly(08/01/2025)

12-year award winner. Award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2014-2025 Five Star Wealth Managers.

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