Kabat Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kabat Advisory Group LLC provides personalized financial planning and consulting to individuals, pension and profit‑sharing plans, trusts, estates and charitable organizations, and serves as an intermediary to third‑party money managers. The firm delivers financial plans on an hourly ($250/hr) or fixed‑fee basis (typically completed within 90 days), holds free educational seminars and workshops for the public, and does not itself manage client assets.
Kabat develops client‑specific strategies using fundamental, technical and cyclical analysis and helps clients complete third‑party manager paperwork, monitor quarterly reports and update managers on client changes; it does not accept discretionary trading authority or custody of client assets. Rather than charging percentage‑of‑AUM advisory fees directly, KAG’s ongoing compensation for managed accounts comes from referral fees and a disclosed incentive arrangement with a third‑party manager (Gradient Investments), while clients placed with TPMs are billed under the TPM’s fee schedule.
What differentiates KAG from many small supported advisers is the firm’s substantial insurance affiliation—each owner is a licensed insurance agent (and two owners devote large portions of their time to those practices) and one owner also practices law—creating additional cross‑disciplinary services and disclosed conflicts of interest. Combined with its free public seminars, its explicit referral/incentive arrangements with TPMs, and its stated refusal to manage or custody client assets directly, KAG’s business model departs from the more common hands‑on, AUM‑based management approach used by many peers.
Client services
Expertise
Fee options
Fixed fees between $500 and $10,000 for financial planning
$0+: 1.85% $0+: 1.70% $0+: 1.50% $0+: 1.00% $0+: $300 (flat fee for Client Directed Accounts)
$250 per hour for financial planning
Fee-only: Hourly fee of $250 per hour; Fixed fees between $500 and $10,000 for financial planning
Main office
See office10752 Deerwood Park Blvd, Suite 100
Jacksonville FL 32256
Advisors at this office
2
Offices (2)
Most active in
Florida · Wisconsin
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
Advisors at this firm
Philip K
Series 65
Jacksonville, FL
Kabat Advisory Group, LLC
Philip Kabat is a financial advisor with Kabat Advisory Group, LLC in Jacksonville, FL, holding a Series 65 designation and 12 years of industry experience. He has led Kabat Advisory Group since 2014 and also operates Kabat Equity Group, Inc., where he spends a significant portion of his time as a licensed insurance agent. Kabat Advisory Group provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, acting as an intermediary to third-party money managers. The firm focuses on client-specific strategies using fundamental, technical, and cyclical analysis and does not manage or custody client assets directly.
David K
Series 63, Series 65
Sheboygan, WI
Kabat Advisory Group, LLC
David Kabat is a financial advisor with Kabat Advisory Group, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has operated within various related firms since 1998, including Kabat Equity Group, Inc. and KEY INSURANCE Services, Inc., and leads a separate insurance business providing products to property and casualty clients. Kabat Advisory Group, LLC offers financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations, focusing on client-specific strategies and acting as an intermediary to third-party money managers without managing client assets directly.
Adam K
Series 65
Jacksonville, FL
Kabat Advisory Group, LLC
Adam Kabat is a financial advisor with Kabat Advisory Group, LLC in Jacksonville, FL, holding a Series 65 designation and 12 years of industry experience. He has operated Kabat Equity Group, Inc., an insurance agency, since 2013, dedicating significant time to insurance sales and services alongside his advisory work. Kabat also manages a legal practice under The Kabat Law Firm as a sole proprietor. Kabat Advisory Group, LLC provides personalized financial planning and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm works as an intermediary to third-party money managers, focusing on developing client-specific strategies and facilitating manager paperwork without managing or custodially holding client assets directly.
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