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Michael Thomas Carey

Advisor at Kahn Financial Group — Clearwater, FL

Updated today

Credentials

CFP®, Series 63

Experience

23 years

Location

Clearwater, FL 33759

Kahn Financial Group

Supported

Total advisors

3

Clients per advisor

41 Typical

Avg AUM per client

$1,002,943 High

HNW client ratio

36% Typical

About

Michael Carey is a CFP® with 23 years of industry experience, currently serving at Kahn Financial Group. He has worked at the firm since 2005 and has held various roles including Owner and President of Bradford Management, Inc. Outside of financial advising, he has been involved in business ownership and management through Bradford Management, Inc. Kahn Financial Group primarily serves individual and high-net-worth clients as well as pension and small business portfolios. The firm offers comprehensive financial planning focused on retirement and estate planning, with portfolio management centered on mutual funds and a non-discretionary trading approach within a Raymond James wrap program.

Client services

Based on Kahn Financial Group

Financial planning Portfolio management

Expertise

Based on Kahn Financial Group

General retirement planning General estate planning guidance

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Fee options

Fixed

Financial planning fixed fees ranging between $500 and $4,000 depending on plan complexity

Percentage

$0 - $10,000,000: 1.5% $10,000,001 - $25,000,000: 1.0% $25,000,001 - $50,000,000: 0.5% $50,000,001+: 0.25%

Commissions

IARs may receive commissions from insurance and annuity products, including initial and first-year commissions

Project-based

Hourly fee for plan development or consultation between $100 and $200 per hour

Other

Account minimum: $25,000 (can be waived by the firm) Fee-only: Financial planning fixed fees ranging from $500 to $4,000 depending on complexity; hourly rates $100 to $200 per hour

Location

Clearwater, FL

1700 McMullen Booth Rd. Suite A 5

Clearwater FL 33759

Advisors at this office

3

Most active in

Florida

Work history

23 years of industry experience

St. Petersburg College

2008 - 2020 • 12 years

Clearwater, FL

Countryside Equipment Leasing, LLC

2007 - 2017 • 10 years

Safety Harbor, FL

Kahn Financial Group

2005 - Present • 21 years

Clearwater, FL

Raymond James financial Services

2005 - Present • 21 years

Clearwater, FL

The Gutterman of Tampa Bay LLC

2002 - 2022 • 20 years

Safety Harbor, FL

Disclosures

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

Business activities & affiliations

Austin H

CFP®, Series 66, CIMA®

Tampa, FL

Hunt Wealth

Austin Hunt is a CFP® professional who has been working in financial services since 2018. He is the sole advisor at Hunt Wealth, which he founded in 2025, following prior roles at Raymond James and Steward Partners. Hunt also serves as an account executive for Holistiplan, a tax planning software company. Hunt Wealth provides investment management and financial planning services to individuals and high-net-worth clients. The firm employs a combination of passive and active strategies based on Modern Portfolio Theory and offers discretionary and non-discretionary portfolio management, with a focus on asset allocation and manager selection through a model marketplace and outside managers.

Retirement income strategy Cash flow / budgeting Roth conversion strategy General tax planning Tax-loss harvesting Sales Professional Technology Professional Retired Consultant HENRY (High Earners, Not Rich Yet) Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)

Jack C

CFP®, Series 63, Series 66

Clearwater, FL

Csenge Advisory Group, LLC

Jack works as a Wealth Advisor with Csenge Advisory Group, helping families and business owners create and implement financial strategies. From retirement planning for individuals to designing benefits strategies for small businesses, Jack’s goal is to help his clients plan their financial future. He also helps our clients with their investment, social security, insurance, and estate planning needs.

Retirement income strategy Wealth management Early retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired Self-Employed Approaching retirement HENRY (High Earners, Not Rich Yet) Young Professionals Established Professionals Retired
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Daniel P

CFP®, Series 63, Series 65

Tampa, FL

Dwf Wealth Management

Daniel Pappas is a CFP® professional with 27 years of experience in the financial services industry. He is currently with IHT Wealth Management LLC and has previously worked with Independent Financial Partners. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.

Wealth management Retirement income strategy Retirement withdrawal strategies Long-term care insurance Self-Employed Sales Professional Educators, Teachers, and Academics University Employee Approaching retirement Established Professionals
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Jeffrey S

CFP®, Series 63, Series 66

Tampa, FL

Farther

Jeffrey Schlotterbeck Jr. is a CFP® professional with 22 years of industry experience, currently serving at Farther since 2026. His prior experience includes roles at Water Street Wealth Management, LLC and TD Ameritrade, Inc. He is also involved as a manager in Beck Investments LLC, a small private rental business in Tampa, FL. Farther provides discretionary investment management and advisory services primarily to individual investors, trusts, and estates through a web and mobile platform supplemented by in-person meetings. The firm applies Modern Portfolio Theory using proprietary and customized portfolios with algorithmic rebalancing, employing a range of investment vehicles and AI tools to support advisor judgment.

Passive / index investing Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies
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Luke M

Series 66

Tampa, FL

Valic Financial Advisors

Luke Mcananey is a financial advisor at Valic Financial Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Cary Street Partners LLC, Raymond James & Associates, and Bardmoor Golf Club. Outside of his advisory role, he serves as a JV lacrosse coach at Northside Christian School and is appointed as an agent to sell non-securities insurance products. Valic Financial Advisors primarily serves U.S.-based individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet UMA models with options for tax and ESG overlays.

ESG / Sustainable investing Tax-loss harvesting Retirement income strategy
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Dwight E

Series 63, Series 65

Tampa, FL

Raymond James & Associates

Dwight Edwards is a financial advisor with Raymond James & Associates in Wesley Chapel, FL, holding Series 63 and Series 65 licenses and possessing 27 years of industry experience. He has been with Raymond James & Associates, INC since 2016 and also worked at Raymond James & Associates from 2017 to 2018. Outside of his advisory role, he is involved in rental property ownership. Raymond James & Associates offers financial planning and investment consulting services to a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

General retirement planning Wealth management Founder/Business Owner Retired Executive
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