user avatar

Kirill Semenov

Advisor at Sequoia Financial Group, L.L.C. — St. Augustine, FL

Updated today

Credentials

CFP®, Series 66, Series 63

Experience

9 years

Location

St. Augustine, FL

Sequoia Financial Group, L.L.C. logo

Sequoia Financial Group, L.L.C.

Enterprise

Total advisors

241

Across 40 offices

Clients per advisor

46 Low

Avg AUM per client

$2,697,996 Very High

HNW client ratio

41% Very High

About

Kirill Semenov is a CFP® professional with nine years of experience in the financial services industry. He is currently with Sequoia Financial Group, L.L.C. and has previously worked at Beaini Financial Solutions, Intellicapital Advisors LLC, Brightside Benefit, and Fidelity Investments. He is also a licensed insurance agent. Sequoia Financial Advisors, LLC provides wealth planning, investment management, retirement-plan advisory, and related consulting to a diverse client base, including individuals, family offices, corporations, charitable organizations, trusts, and retirement plans. The firm employs a combination of model and custom portfolio management approaches, utilizing a range of investment vehicles and supported by a committee-driven research and due diligence process.

Client services

Based on Sequoia Financial Group, L.L.C.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on Sequoia Financial Group, L.L.C.

Wealth management Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy College savings (529s, UTMA, etc.)

Occupation focus

Based on Sequoia Financial Group, L.L.C.

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Wealth Planning Service Fees include fixed flat fees from $1,500 to $10,000+ depending on plan type; Trustee Support Services setup fee $0-$2,500

Percentage

$0+: Negotiable percentage based on assets under management; varies by client and service complexity; no specified fixed tiers explicitly stated in brochure $0 - $2,000,000: 0.2625% (Schwab Advisor Network participation fee, absorbed by fee) $2,000,001 - $5,000,000: 0.2100% (Schwab Advisor Network participation fee, absorbed by fee) $5,000,001 - $15,000,000: 0.1575% (Schwab Advisor Network participation fee, absorbed by fee) $15,000,001+: 0.1050% (Schwab Advisor Network participation fee, absorbed by fee)

Commissions

Some personnel are registered representatives of broker-dealers and may receive commissions on insurance and annuity products; commission-based advisory services exist via affiliated insurance and brokerage

Project-based

Hourly charges possible for initial assessment and project work; specific rates not clearly stated

Performance-based

Performance fees charged for one private fund (Focus Fund) and a separate client account; legacy arrangements only, not offered to new clients

Other

Minimum fee: Setup fee for Trustee Support Services ranging from $0 to $2,500 depending on complexity Fee-only: Wealth Planning Service Fees: $1,500 to $10,000+ depending on plan type, hourly fees possible; Fixed fees and hourly fees also referenced as negotiable

Location

See office

St. Augustine, FL

St. Augustine FL

Advisors at this office

1

Most active in

Florida

Work history

9 years of industry experience

Sequoia Financial Group

2025 - Present • 1 year

Akron, OH

Beaini Financial Solutions

2025 - 2025 • 1 year

Vienna, VA

Intellicapital Advisors LLC

2022 - 2025 • 3 years

Ponte Vedra, FL

Brightside Benefit

2022 - 2023 • 1 year

Phoenix, AZ

Fidelity Investments

2016 - 2021 • 5 years

Jacksonville, FL

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Kenneth T

CFP®, ChFC®, Series 63, Series 65

Saint Augustine, FL

LPL Financial

Kenneth Tucker Jr. is a financial advisor at LPL Financial with 12 years of industry experience. He holds the CFP® and ChFC® designations and has worked at LPL Financial since 2023, following eight years at First Command Advisory Services and related affiliates. He also manages Tucker Financial Services, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a range of research and portfolio management options.

College savings (529s, UTMA, etc.)
user avatar

Dalton B

CFA®, Series 66

St. Augustine, FL

Sovereign Wealth Office LLC

Dalton Boatright is a CFA® charterholder and holds a Series 66 license with three years of industry experience. He is currently the sole advisor at Sovereign Wealth Office LLC, an independent registered investment adviser, and previously worked at Legacy Trust Family Wealth Offices for six years. Sovereign Wealth Office LLC provides wealth management and financial planning services to individuals, high-net-worth clients, charitable organizations, and corporate clients. The firm's investment approach combines fundamental, technical, and cyclical analysis with both passive and active portfolio construction, offering diversified access to traditional and alternative investment vehicles, including institutional and pooled vehicle management.

Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Values-based investing
user avatar

Jeffrey M

CFP®, Series 63, Series 65

Saint Johns, FL

Create Wealth Financial Planning LLC

Jeffrey Mcdermott is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Create Wealth Financial Planning LLC in Saint Johns, FL. His prior experience includes roles at Wealth Mode Financial Planning and TIAA-CREF Individual & Institutional Services. Create Wealth Financial Planning LLC serves individual clients, high-net-worth individuals, and small businesses by providing tailored investment management alongside comprehensive and project-based financial planning. The firm focuses on passive portfolio construction guided by Modern Portfolio Theory, using low-cost index funds and ETFs, and offers subscription-style ongoing planning with a one-year minimum commitment.

General retirement planning College savings (529s, UTMA, etc.) Tax strategies for small businesses Cash flow / budgeting Founder/Business Owner

Hunter K

CFP®

St. Augustine, FL

Palm Valley Wealth Management LLC

Hunter Kelly, CFP® is the founder of Palm Valley Wealth Management.
Hunter has dedicated his career to helping clients achieve genuine financial planning that is advice-driven rather than product-driven. His approach is to take a holistic view of each client's unique story and provide strategic advice based on their goals and values. Hunter spent six years working with clients directly at a large traditional firm, earning his CERTIFIED FINANCIAL PLANNER™ designation along the way. Today, he resides in St. Augustine, Florida with his wife, Emily, and their two children, Lucas and Leah. In his free time, he enjoys grilling, spending time outdoors with his family, and socializing with friends.

Wealth management Attorney Doctor or Medical Professional Mid-Career Professionals Gen Y/Millennials (Born 1980-1995)
user avatar

Mitchell M

Series 63, Series 65

Saint Johns, FL

Riverwood Capital Advisors, LLC

Mitchell Malone is a financial advisor at Riverwood Capital Advisors, LLC with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Riverwood Capital Advisors since 2007. Riverwood Capital Advisors provides discretionary, separately managed investment accounts primarily for high-net-worth individuals, trusts, estates, corporations, partnerships, non-profit organizations, and endowments. The firm employs fundamental analysis along with technical, cyclical, and statistical methods to create customized portfolios, offering both long-only and long/short strategies with ongoing supervision.

Options & derivatives strategies Active portfolio management Concentrated stock management Wealth management
user avatar

Damian K

CFA®, Series 63

Saint Augustine, FL

Dignum et Justum

Damian Karas is a CFA® charterholder with 12 years of industry experience. He is the principal of Dignum et Justum, an independent investment management firm he founded after working at UBS Securities for 12 years. Dignum et Justum offers discretionary, fee-only investment management and customized financial planning to individuals, families, trusts, corporations, and charitable organizations. The firm employs bottom-up fundamental research to manage concentrated equity portfolios and incorporates values-based screens alongside several active equity strategies and a global multi-asset option.

Active portfolio management Options & derivatives strategies ESG / Sustainable investing
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")