Advisor at Kaul Financial Solutions
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
Kaul Financial Solutions
Location
Satellite Beach, FL
Credentials
CFP®, ChFC®
Industry experience
2 years
Desiree Kaul is the founder of Kaul Financial Solutions and holds the CFP® and ChFC® designations. She has two years of industry experience, with prior roles at Plancorp, LLC and MainStreet Financial Planning, Inc. Kaul also serves as a course facilitator at The American College of Financial Services and as an instructor for the CERTIFIED FINANCIAL PLANNER® certification program through Dalton Education, LLC. Kaul Financial Solutions provides project-based financial planning and tax preparation services to individuals, sole proprietors, and small businesses. The firm generally favors passive investment strategies based on Modern Portfolio Theory, offering recommendations implemented at the client’s direction without ongoing portfolio management.
Based on Kaul Financial Solutions
Tax Preparation Services offered for a fixed fee determined by number and type of forms and schedules; minimum base fee $175
Financial Planning Services offered on an hourly basis, typically $250 per hour
Account minimum: $750 minimum fee (3 hours × $250/hour) per Financial Planning Services project Minimum fee: Minimum fee of three hours per Financial Planning Services project, typically $750 minimum (3 hours × $250/hour) Fee-only: Hourly fees for Financial Planning Services at $250 per hour; Fixed fees for Tax Preparation Services with a minimum base fee of $175 and fees based on forms/schedules required
Satellite Beach, FL
Florida
Dalton Education, LLC
2025 - Present (1 year)
The American College of Financial Services
2025 - Present (1 year)
Kaul Financial Solutions LLC
2024 - Present (2 years)
Plancorp, LLC
2023 - 2025 (2 years)
MainStreet Financial Planning, Inc.
2023 - 2023 (1 year)
MainStreet Financial Planning, Inc.
2021 - 2022 (1 year)
Junior Achievement of the Space Coast
2016 - 2021 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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