Michael Thomas Carey
Advisor at Kahn Financial Group — Clearwater, FL
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
CFP®, Series 63
Experience Industry experience
23 years
Location
Clearwater, FL 33759
Kahn Financial Group
Supported
Total advisors
3Clients per advisor
41 TypicalAvg AUM per client
$1,002,943 HighHNW client ratio
36% TypicalMichael 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.
Based on Kahn Financial Group
Financial planning fixed fees ranging between $500 and $4,000 depending on plan complexity
$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%
IARs may receive commissions from insurance and annuity products, including initial and first-year commissions
Hourly fee for plan development or consultation between $100 and $200 per hour
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
Clearwater, FL
1700 McMullen Booth Rd. Suite A 5
Clearwater FL 33759
Advisors at this office
3
Florida
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
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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.
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.
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")