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
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.
General Information |
| No. of Employees: | 2-4 | |
| 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 |
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 |
Qualifications & Memberships |
| Insurance and Annuity Licenses: | Annuity, Life, Variable Annuity, Long Term Care, Disability, Variable Life |
Firm Information |
| Advisor's Number of Clients: | 175 |
| Advisor's Number of Managed Clients: | 150 |
| Advisor's Number of Planning Clients: | 80 |
| Assets Managed by Advisor: | $100,000,000 |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $100,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Education |
| Bachelor of Science | University of Texas - Austin, TX 08/01/1998-05/01/2000 |
Disclosures |
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WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf Additional Detailed Disclosures https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf |
Investment Advisor Representative:
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 - 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 |
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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