Kaywan Ghazizadeh
Advisor at Main Street Financial Solutions, LLC
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.
Advisor at Main Street Financial Solutions, LLC
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.
Location
Winter Park, FL
Credentials
CFP®, Series 66
Industry experience
16 years
Kaywan Ghazizadeh is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Main Street Financial Solutions, LLC since 2017. He has also been associated with National Asset Management, Inc. since 2010 and has worked as a Registered Representative since 2009. Main Street Financial Solutions manages approximately $2.49 billion in assets for over 2,200 clients and employs 35 advisors across multiple teams. The firm offers financial planning, investment management, retirement plan consulting, and alternative investment access, utilizing an academic-based, multi-asset approach that includes low-cost mutual funds, passive ETFs, active funds, individual securities, and selected Independent Managers, serving both individual and institutional clients.
Based on Main Street Financial Solutions, LLC
Based on Main Street Financial Solutions, LLC
Fixed fees for financial planning and consulting services, typically ranging from $300 to $15,000, negotiable.
Up to 2.00% annually, varies depending on portfolio size, composition, services rendered, and assigned advisor
Certain supervised persons offer securities brokerage and insurance products under separate commission-based arrangements.
Hourly financial planning at pre-negotiated hourly rates.
Minimum fee: Financial planning and consulting fees typically range from $300 to $15,000 on a fixed fee basis, negotiable. Fee-only: Fixed fees for financial planning and consulting services; hourly rates for financial planning at pre-negotiated hourly rates.
Winter Park, FL
Florida · Massachusetts
Main Street Financial Solutions, LLC
2017 - Present (9 years)
National Asset Management, Inc.
2010 - Present (16 years)
Registered Representative
2009 - Present (17 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.
Is not active or affiliated with:
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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