Advisor at Pioneer Financial Advisors
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Firm
Pioneer Financial Advisors
Location
Praire Village, KS 66207
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
James Kinyon is a CFP® professional with 32 years of experience in financial advising. He is the principal of Pioneer Financial Advisors, where he has worked since 1997, and has also been affiliated with Osaic Wealth, Inc. and Triad Advisors, LLC. Kinyon holds Series 63 and Series 65 licenses and is based in Prairie Village, Kansas. Pioneer Financial Advisors is an independent registered investment adviser serving primarily affluent individuals such as retirees, business owners, senior executives, and professionals. The firm provides written financial planning across estate, retirement, investment, and business succession topics, alongside personalized portfolio management with a focus on non-discretionary account management and regular client reviews.
Fixed financial planning fee ranging from $500 to $3,000
Up to $300,000 - $300,000: 1.2% to 1.5% $300,000 - $1 million: 0.9% to 1.5% $1 million - $2 million: 0.75% $3 million - $5 million: 0.5% Over $5 million+: Negotiable
Compensation from sale of insurance and securities products through affiliated broker-dealer
Up to $150/hour for financial planning consultations
Fee-only: Fixed fees for financial planning from $500 to $3,000; Hourly fees up to $150/hour
5000 W. 95 Th Street, Suite 102
Praire Village, KS 66207
Kansas · Texas
OSAIC
2024 - Present (2 years)
Triad Advisors, LLC
2002 - 2024 (22 years)
Pioneer Financial Advisors
1997 - Present (29 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.
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