A complete list of active advisors currently associated with Kahn Financial Group
Warmer can help you find a great advisor at Kahn Financial Group or one who fits your needs even better.
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 and portfolio management for individuals and small businesses. The firm generally implements mutual funds as core holdings and offers fee‑based wrap programs (Ambassador and IMPAC) administered through Raymond James, with ongoing advice and quarterly reporting. KFG customizes recommendations based on client goals, time horizon and a basic risk‑tolerance questionnaire, favoring diversified, long‑term mutual‑fund‑based portfolios and avoiding frequent trading. The firm does not accept discretionary trading authority; as of December 2025 roughly $122.6 million in assets were managed on a non‑discretionary basis, with clients responsible for final trading decisions and receiving quarterly portfolio summaries. Advisors at KFG are registered representatives of Raymond James Financial Services and are licensed insurance agents, so they can execute brokerage and insurance transactions through RJFS/RJIG and may receive commissions for certain insurance or product sales; the brochure discloses this creates potential conflicts because FINRA rules restrict transactions away from RJFS and order flow is routed through Raymond James & Associates. The firm also makes private placement life insurance and private placement variable annuities available to qualified investors (minimum placement $1,000,000) and states that less than half of its revenue is derived from commissions, distinctions that are less common among peer supported firms.
To learn more about the advisors currently working at Kahn Financial Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Clearwater, FL
| 23
| |
Clearwater, FL
| 32
| |
Clearwater, FL
| 8
|
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