DougKinsey- Financial Advisor Dayton, OH

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About Doug Kinsey

Doug Kinsey CFP^®, CIMA^®, AIFA^® Partner Doug Kinsey is a partner in Artifex Financial Group, a fee-only financial planning and investment management firm based in Dayton, Ohio.

Doug has over 25 years experience in financial services, and has been a CFP Certificant since 1999. Additionally, he holds the Accredited Investment Fiduciary and Accredited Investment Fiduciary Analyst certifications as well as Certified Investment Management Analyst. He is a graduate of The Ohio State University and also completed the University of Chicago Booth School of Business Investment Management Education Program Additionally, Doug has received his master's of liberal arts in management degree from Harvard University in 2020.

Doug's passion for financial planning is rooted in investments. He read books on investing as a child and has always found the idea of learning about companies, discovering new ideas, and finding hidden values to be extremely exciting. He does not believe in the abuses of Modern Portfolio Theory or an over-reliance on statistics and indexing. Active management is not dead, but the way it is approached should be. Common sense and careful investing are what is required to be a successful investor.

Artifex Financial Group was founded in 2007 by Doug and his business partner, Darren Harp. Artifex currently advises over $300,000,000 in assets and serves 300 client households and corporate pension plans. In addition to personal financial advice, AFG provides active investment management, estate planning, tax preparation and planning and private market investments for accredited investors.

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
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Paladin Research Report For:

Doug Kinsey

Artifex Financial Group, LLC