Advisor at Kirtland Financial Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Kirtland Financial Management, Inc.
Location
Coral Gables, FL 33134
Credentials
CFP®, Series 66
Industry experience
22 years
Brett Hixon is a Certified Financial Planner® with over 22 years of experience in the financial industry. He has been with Kirtland Financial Management, Inc. since 2011, serving as an advisor and president, and holds the Series 66 designation. Hixon is also the CEO and sole shareholder of a support company affiliated with the firm. Kirtland Financial Management serves high-net-worth individuals, families, charitable organizations, pension and profit-sharing plans, and business owners. The firm provides integrated financial planning and portfolio management, emphasizing long-term investment horizons and diversification aligned with modern portfolio theory.
Based on Kirtland Financial Management, Inc.
Based on Kirtland Financial Management, Inc.
$0 - $999,999: 1.00% annually $1,000,000 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.70% annually $4,000,001+: Negotiable
$250 per hour for financial planning services
Account minimum: $500,000 Fee-only: $250 per hour for financial planning services
100 Almeria Ave, Suite 302
Coral Gables, FL 33134
Florida · Texas
Kirtland Financial Management, Inc.
2011 - Present (15 years)
Kirtland Financial Management
2005 - Present (21 years)
Raymond James Financial Services, inc.
2005 - Present (21 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Coral Gables, FL
Ladin Financial Group, Inc.
CFP®, ChFC®, Series 63, Series 65
Miami Beach, FL
ECF Wealth, Inc.
Series 65
Surfside, FL
Thames Asset Management, Inc
CFP®, CFA®, ChFC®, Series 63, Series 65, Series 66
Miami, FL
Mendoza Private Wealth
Series 65
Key Biscayne, FL
Private Lane Capital, LLC
Series 65
Miami, FL
BlueReef Capital
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