A complete list of active advisors currently associated with Kekoa Capital
Warmer can help you find a great advisor at Kekoa Capital or one who fits your needs even better.
Kekoa Capital serves individuals and families, including high-net-worth clients, by providing tiered, flat-fee comprehensive financial planning and consulting as well as hourly or per-meeting consultations for targeted advice. The firm does not manage client investment accounts or take custody of client assets; clients implement recommendations through their chosen custodians. The firm’s work is goals-based and tailored to each client’s situation, with analysis of cash flow, net worth, debts, savings rate, time horizon, and risk tolerance informing recommendations. Kekoa generally favors long-term, diversified, low-cost mutual funds and ETFs, begins engagements with meetings and questionnaires, and may use client-controlled aggregation tools (for example, Monarch Money) to obtain view-only account information. Noteworthy for a firm of its regulatory profile, Kekoa uses fixed, flat annual planning fees billed in equal monthly or quarterly installments (a subscription-style arrangement) and also offers low-cost hourly consultations — fee structures that are relatively uncommon among peers. The firm does not accept commissions or performance-based fees, does not act as a private fund adviser or accept discretionary authority, and maintains a formal Code of Ethics while its principal devotes full professional time to the practice.
To learn more about the advisors currently working at Kekoa Capital, 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 |
|---|---|---|
Danbury, CT
| 0
|
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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.
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