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
CFP®, Series 63, Series 65
Experience Industry experience
6 years
Location
Snowflake, AZ
Boldin Advisors
Team
Kevin Dunford is a CFP® with six years of industry experience, currently serving as a financial advisor at Boldin Advisors. His prior work includes roles at Better World Planning, Intuit, and Charles Schwab & Co., Inc. Outside of advisory work, he is the owner of KJD Investments LLC, focusing on options trading, and also works as a tax preparer with Intuit during tax season. Boldin Advisors provides financial planning and consulting services to individuals, high net worth clients, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory to recommend diversified, low-cost index mutual funds and ETFs within a long-term, buy-and-hold investment framework, emphasizing financial planning over ongoing asset management.
Based on Boldin Advisors
Fixed engagement fees up to $6,000
$300 to $475 per hour
Fee-only: Ongoing engagement fees up to $6,000 annually (negotiable); Hourly fees $300 to $475 per hour; Fixed engagement fees up to $6,000 (negotiable)
Snowflake, AZ
Snowflake AZ
Advisors at this office
1
Arizona · Texas
6 years of industry experience
NewRetirement Advisors LLC d/b/a Boldin Advisors
2026 - Present • 1 year
Snowflake, AZ
Omega Tech Ventures, Inc.
2026 - Present • 1 year
Snowflake, AZ
Better World Planning
2024 - 2026 • 2 years
Snowflake, AZ
Intuit
2024 - 2025 • 1 year
Mountain View, CA
SwitchPoint Financial Planning, LLC
2022 - 2023 • 1 year
Lehi, UT
Gloeckner Green McCabe Financial, LLC
2022 - 2022 • 1 year
Columbus, OH
Commonwealth Financial Network
2022 - 2022 • 1 year
Waltham, MA
Brightside Benefit
2021 - 2022 • 1 year
Peoria, AZ
Charles Schwab & Co., Inc.
2018 - 2021 • 3 years
Phoenix, AZ
Unemployed
2018 - 2018 • 1 year
Mesa, AZ
Allegis Investment Services
2016 - 2018 • 2 years
Idaho Falls, ID
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
Series 66
Taylor, AZ
Cetera
Hilary Jones Rojo is a financial advisor with Cetera who holds a Series 66 credential and has 24 years of industry experience. She has worked at several firms, including LPL Financial and Securities America Inc. Outside of her advisory role, she serves as president of Holy Ghost Ranch, Inc., an animal rescue organization focused on the care and treatment of rescue horses. Cetera Investment Advisers LLC is an SEC-registered firm operating a nationwide network of independent advisors, serving individual, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with both affiliated and third-party investment options.
CFP®, Series 63
Snowflake, AZ
Edward Jones
Hyrum Cottrell is a CFP®-credentialed financial advisor with Edward Jones in Snowflake, AZ, with 19 years of industry experience. He has been with Edward Jones since 2006. Outside of advising, he is the owner of HTC Corp, which manages office property unrelated to his advisory work. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including wrap fee programs and separately managed accounts, supported by a national network of more than 23,700 advisors.
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