Kane Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kane Financial Planning provides comprehensive financial planning and discretionary portfolio management to individual and high-net-worth clients, addressing cash flow, retirement, college funding, tax and estate matters as well as divorce-related planning. The firm also delivers investment consultation and implementation support as part of its broad-based planning engagements.
The firm’s investment approach emphasizes a long-term, globally diversified strategy that blends fundamental, technical and cyclical analysis and seeks tax-efficient, low-cost vehicles such as mutual funds and ETFs when appropriate. Portfolios are implemented under written investment guidelines, managed on a discretionary basis, and reviewed regularly with the option for non-periodic updates when client circumstances change.
Distinctive features include a regular program of educational seminars and workshops—offered both complimentary and sponsor-supported—which the brochure notes are educational in nature rather than product sales, an offering that is uncommon among peers. The practice is boutique in scale (managing roughly $6.2 million for a small number of clients) and discloses the principal’s outside role chairing an investment committee for a nonprofit (4–6 hours per month), a background item highlighted in its regulatory filing.
Client services
Expertise
Fee options
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.75% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - Negotiable: Negotiable
$250 per hour for financial planning services and check-up engagements
Retainer fee generally $3,000 to $5,000 annually, billed quarterly
Fee-only: Financial planning services at $250 per hour; retainer fees generally $3,000 to $5,000 annually, billed quarterly; educational workshops fee $1,500 to $3,000 per event; implementation fees $1,000 to $2,000
Main office
East Hartland CT
Advisors at this office
1
Most active in
Connecticut
Also doing business as
Kane Financial Planning · Kane Financial Planning, 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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
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