AKPRIDE Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate plan sponsors and participants. The firm offers both discretionary and non-discretionary portfolio management and non-discretionary financial planning tailored to individual circumstances.
AKPRIDE’s client work is built on documented client discussions and formal risk assessments, with financial planning delivered via eMoney and portfolio implementation conducted through the Orion platform and available third‑party strategist models. The firm uses a mix of fundamental, technical, and cyclical analysis and may establish dual-adviser relationships in which third‑party strategists handle security selection while AKPRIDE oversees the advisory relationship.
Compared with many peers of similar size, AKPRIDE discloses several uncommon activities: it uses testimonials in its advertising, offers educational seminars and workshops and business‑focused consulting (including financial wellness programming), and serves retirement plans in ERISA 3(21)/3(38) capacities. The firm is also affiliated with an insurance agency owned by its owner; licensed insurance sales are disclosed as a separate source of compensation and a potential conflict of interest when insurance products are recommended.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $2,000 to $20,000; Business consulting up to $75,000; Educational seminars up to $75,000
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: Flat Fee (negotiated individually)
Insurance product commissions from sales of life, accident, health, long-term care, fixed annuities, property and casualty insurance
$375/hour for financial planning services
Account minimum: $500,000 Fee-only: Financial planning: $375/hour or $2,000 to $20,000 fixed fee
Main office
Atlanta GA
Advisors at this office
2
Most active in
California · Florida · Georgia · New York · Texas
Also doing business as
Akpride Financial Services · Akpride Financial, LLC · Pride Financial Advisory Services · Pride Financial Advisory Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Ana H
Series 66
Atlanta, GA
AKPRIDE Financial Services
Ana Hata is a financial advisor with AKPRIDE Financial Services in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Raymond James & Associates, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of her advisory work, she serves as Membership Chair for the American Killfish Association, focusing on conservation and education related to freshwater fish. AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, families, business owners, and corporate plan sponsors. The firm employs a combination of fundamental, technical, and cyclical analysis and offers tailored portfolio management and financial planning services through platforms like eMoney and Orion.
Anna K
ChFC®, Series 66
Atlanta, GA
AKPRIDE Financial Services
Anna Kindley is a financial advisor with AKPride Financial Services in Atlanta, GA. She holds the ChFC® designation and Series 66 license, with five years of industry experience. Prior to joining AKPride, she worked at Ashford Advisors and Zions Bancorporation. Outside of her advisory role, Ms. Kindley owns Kindley Consulting, LLC, through which she provides human resource education and general financial education seminars. AKPride Financial Services offers investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate retirement plans. The firm emphasizes tailored plans based on documented client discussions and formal risk assessments, provides both discretionary and non-discretionary portfolio management, and incorporates third-party model portfolios through Orion Portfolio Solutions.
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