Kenneth L Huffman
Advisor at Insight Folios — Fort Worth, TX
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
13 years
Location
Fort Worth, TX 76148
Insight Folios
Team
Kenneth Huffman is a financial advisor at Insight Folios with 13 years of industry experience. He holds the Series 66 designation and has worked at Insight Folios since 2015. Outside of advisory services, he manages Perimeter Diabetic Footwear, a diabetic footwear sales business that he owns through The Perimeter Group, Inc. Insight Folios provides portfolio management and financial planning primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm employs a team-of-advisers approach and proprietary planning software, integrating fundamental, technical, and cyclical analysis with a long-term trading orientation.
Based on Insight Folios
Based on Insight Folios
Financial planning fixed fees typically range from $2,500 to $5,000
$0 - $999,999: 2.59% $1,000,000 - $1,999,999: 2.45% $2,000,000 - $4,999,999: 2.30% $5,000,000+: Negotiated
Certain advisors are licensed to accept commissions for sale of investment products; commissions are disclosed and clients may decline
Typically $250 per hour for financial planning services
Minimum fee: Financial Planning fixed fees typically range from $2,500 to $5,000; hourly fee is $250/hour
Fort Worth, TX
6105 Denton Hwy, Ste 70
Fort Worth TX 76148
Advisors at this office
1
Texas
13 years of industry experience
Captive Nation, Inc.
2015 - Present • 11 years
Fort Worth, TX
Insight Folios
2015 - Present • 11 years
Fort Worth, TX
Huffman Financial
2011 - Present • 15 years
Fort Worth, TX
The Perimeter Group, Inc.
2000 - Present • 26 years
Fort Worth, TX
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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