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 works primarily with individual and high net worth clients, and also serves pension and profit-sharing plans, offering comprehensive financial planning with an emphasis on retirement and estate planning along with portfolio management. The firm generally implements advice through mutual funds and related products and provides written financial plans and ongoing account monitoring.
Kahn Financial Group operates on a non-discretionary basis only — advisors make recommendations but clients retain final trading authority — and the firm says it aligns investments to client risk tolerance, time horizon and goals while avoiding frequent trading. The firm relies on third-party research (including Morningstar and proprietary RJFS research), provides quarterly statements and performs at least annual reviews of client accounts.
Distinctive features include that Kahn Financial Group’s investment adviser representatives are also registered representatives of Raymond James Financial Services and licensed insurance agents, and the firm offers Raymond James’s Ambassador wrap program while choosing to use it exclusively on a non-discretionary basis. The firm also offers insurance and private placement products (including private placement life insurance and certain variable annuities with high minimums), discloses potential commission compensation for some products, and reports that less than half of its revenue is derived from commissions.
Client services
Expertise
Fee options
Fixed fees for financial planning ranging from $500 to $4,000 depending on 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%
Commissions received from insurance and annuity products and occasional products paying commissions; less than 50% of revenue comes from commissions
$100 to $200 per hour for plan development or consultation
Account minimum: $25,000 (can be waived by the firm) Fee-only: Fixed fees for financial planning ranging from $500 to $4,000; hourly rates from $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:
-
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.
Advisors at this firm
Michael C
CFP®, Series 63
Clearwater, FL
Kahn Financial Group
Michael Carey is a CFP® with 23 years of experience in the financial services industry. He has been with Kahn Financial Group and Raymond James Financial Services since 2005. Outside of his advisory role, he is the owner and president of Bradford Management, Inc. Kahn Financial Group serves individual and high net worth clients, as well as pension and profit-sharing plans, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while avoiding frequent trading.
David K
CFP®, Series 63, Series 65
Clearwater, FL
Kahn Financial Group
David Kahn is a CFP® professional with 33 years of industry experience. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and has also been involved with St Petersburg College since 1994. Outside of his advisory work, he owns Auspicious Realty LLC, which focuses on purchasing and renovating single-family homes for resale. Kahn Financial Group serves individual and high net worth clients as well as pension and profit-sharing plans, providing comprehensive financial planning with an emphasis on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, aligning investments with client risk tolerance and goals while relying on third-party research and conducting regular account reviews.
Michael K
Series 63, Series 65
Clearwater, FL
Kahn Financial Group
Michael Kahn is a financial advisor with Kahn Financial Group in Clearwater, FL, holding Series 63 and Series 65 licenses and with eight years of industry experience. He has been with Kahn Financial Group since 2014 and is also associated with Raymond James Financial Services. 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, focusing on retirement and estate planning alongside portfolio management. The firm operates on a non-discretionary basis, uses third-party and proprietary research, and provides comprehensive financial planning and ongoing account monitoring.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)