Kahn Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$122,359,065
Clients
122
Advisors
3
of 3 employees
About
Kahn Financial Group serves primarily individual and high‑net‑worth clients, along with some pension and profit‑sharing plans and small business portfolios. The firm provides comprehensive financial planning—with a focus on retirement and estate planning—and portfolio management that relies largely on mutual funds.
The firm says it customizes advice based on each client’s goals, time horizon and risk tolerance, using a basic risk questionnaire and regular reviews to align investments and monitor performance. Kahn Financial Group does not accept discretionary trading authority; it operates an all‑inclusive Raymond James “Ambassador” wrap program on a non‑discretionary basis and contacts clients before executing trades, with at least annual account reviews and quarterly statements.
Distinctive features include that the firm’s investment adviser representatives are also registered representatives of Raymond James Financial Services and licensed insurance agents, which can limit execution to the broker‑dealer and create situations where commission‑based insurance or annuity recommendations are made. The firm also offers private placement life insurance and variable annuity solutions for qualified clients and reports that less than half of its revenue is derived from commissions.
Client services
Expertise
Fee options
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
Main office
1700 McMullen Booth Rd. Suite A 5
Clearwater FL 33759
Advisors at this office
3
Most active in
Florida · Texas
Also doing business as
Kahn Financial Group · Kahn Financial Group, Inc.
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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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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.
Advisors at this firm
Michael C
CFP®, Series 63
Clearwater, FL
Kahn Financial Group
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.
David K
CFP®, Series 63, Series 65
Clearwater, FL
Kahn Financial Group
David Kahn is a CFP® professional with 33 years of industry experience, currently serving at Kahn Financial Group in Clearwater, FL. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and also has a longstanding role at St Petersburg College since 1994. Outside of his financial advisory work, Kahn owns Auspicious Realty LLC, a business focused on purchasing, renovating, and reselling single-family homes. Kahn Financial Group primarily serves individual and high-net-worth clients, along with select pension and profit-sharing plans and small business portfolios. The firm offers comprehensive financial planning centered on retirement and estate planning, employing a non-discretionary, customized portfolio management approach that leverages mutual funds and regular client reviews.
Michael K
Series 63, Series 65
Clearwater, FL
Kahn Financial Group
Michael Kahn is a financial advisor at Kahn Financial Group in Clearwater, FL, with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kahn Financial Group since 2014. In addition to his advisory role, he works as an administrative assistant and long-term care specialist within the firm. Kahn Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and small business portfolios. The firm focuses on comprehensive financial planning and portfolio management using a non-discretionary wrap program, customizing advice based on client goals, time horizon, and risk tolerance.
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