DougKinsey- Financial Advisor Dayton, OH

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About Doug Kinsey

Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are.

In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services.

We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

CRD#

1223159

Firm CRD#

140643

Name of Custodial Firm

TD Ameritrade Institutional, Folio Institutional and Betterment

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Individual Investors, Non-Profit Organizations, Businesses

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Wealth Management

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AIF^®, CIMA^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Accident, Casualty, Property, Disability

Financial Organization Memberships

Financial Planning Association (FPA), National Association of Personal Financial Advisors (NAPFA)

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

$100,000,000

Advisor's Number of Clients

~300

Assets Managed by Advisor

$300,000,000

Compensation and Fees

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$1,000,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

Hourly Rate

$500

Minimum Fee Charged for Managed Accounts

$5,000

Minimum Fee Charged for Hourly Planning Accounts

$3500

Education

BA - Political Science

The Ohio State University
9/1979 -6/1983

Master's Degree - Strategy and Management

Harvard University
06/2018 -05/2020

Disclosures

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Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1887031/paladinregistry-Artifex-Financial-Group,-LLC-detailed-disclosure.html

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Paladin Research Report For:

Doug Kinsey

Artifex Financial Group, LLC