Advisor at Kehoe Investment Services, Inc
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Firm
Kehoe Investment Services, Inc
Location
Deland, FL
Credentials
Series 63, Series 66
Industry experience
21 years
Judy Kehoe is the sole advisor at Kehoe Investment Services, Inc, an independent firm based in Deland, FL. She holds Series 63 and Series 66 licenses and has 21 years of industry experience, including 19 years with her current firm, which she founded in 2007. Kehoe Investment Services provides financial planning and discretionary investment management to individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm employs an evidence-based, disciplined asset allocation strategy focused on low-cost passive funds, broad diversification, systematic rebalancing, and a long-term tilt toward value, small-cap, and higher-profitability growth stocks.
Based on Kehoe Investment Services, Inc
Flat fees for financial planning services range from $600 to $5,000 depending on complexity
Generally ranging from 0.5% to 2% annually, billed quarterly in advance
Hourly rates vary from $150 to $250 or more per hour
Deland, FL
Florida
Kehoe Investment Services, Inc
2007 - Present (19 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.
Series 66
Deland, FL
Fernandez Wealth Management
CFP®, Series 65
Deland, FL
Fernandez Wealth Management
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
Series 66
Deland, FL
Fleishel Financial Associates, Inc.
CFP®, Series 63
Deland, FL
Fleishel Financial Associates, Inc.
Series 63, Series 65
Daytona Beach, FL
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