Kane Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$6,243,982
Clients
10
20% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$624,398
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
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
General estate planning guidance
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 location
Kane Financial Planning
East Hartland CT, United States
Number of offices
2
Most active in
Kane Financial Planning has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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
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