Advisor at Interactive Financial Advisors
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Firm
Interactive Financial Advisors
Location
Eagle, ID
Credentials
Series 63, Series 65, Series 66
Industry experience
12 years
Kenneth Winegar is a financial advisor with Interactive Financial Advisors in Eagle, Idaho, holding Series 63, 65, and 66 licenses and having 12 years of industry experience. His prior roles include positions at Axa Advisors, Pacific Advisors, and GWN Securities. Outside of his advisory work, he is involved with Mosaic Health and Life, where he provides Medicare Supplement and Medicare Advantage plans. Interactive Financial Advisors serves individuals—including high-net-worth and non-HNW clients—as well as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, financial planning, and advisory consulting, employing asset-allocation models and third-party model providers primarily through ETFs and mutual funds.
Based on Interactive Financial Advisors
Based on Interactive Financial Advisors
Fixed fee for financial planning services ranging from $48 to $7,500 (negotiable)
$0 - $24,999: 0.95% - 2.45% (Non 403b Accounts); 1.02% – 2.52% (403b Accounts) $25,000 - $49,999: 0.90% - 2.40% (Non 403b Accounts); 0.97% – 2.47% (403b Accounts) $50,000 - $249,999: 0.80% - 2.30% (Non 403b Accounts); 0.87% – 2.37% (403b Accounts) $250,000 - $499,999: 0.71% - 1.91% (Non 403b Accounts); 0.72% – 1.92% (403b Accounts) $500,000 - $999,999: 0.62% - 1.82% (Non 403b Accounts); 0.57% – 1.77% (403b Accounts) $1,000,000+: 0.50% - 1.70% (Non 403b Accounts); 0.42% – 1.62% (403b Accounts) $1,000 - $24,999: 1.35% Legacy Service $25,000 - $49,999: 1.30% Legacy Service $50,000 - $249,999: 1.25% Legacy Service $250,000 - $499,999: 1.21% Legacy Service $500,000+: 1.00% Legacy Service
Some Investment Adviser Representatives (IARs) are registered representatives and may receive commissions including 12b-1 fees from broker-dealers; insurance commissions also possible
$100 to $400 per hour for financial consulting services (negotiable)
Account minimum: $1,000 Minimum fee: $10 per quarter for accounts $24,999.99 and under; $18.75 per quarter for accounts $25,000 or more in Invest With Trust; $12.50 per quarter for Legacy service accounts Fee-only: Fee-only independent financial adviser; portfolio management fees based on asset tiers as above; fixed fees for financial planning $48 to $7,500 (negotiable); hourly consulting $100 to $400 per hour (negotiable)
Eagle, ID
Idaho · Utah
GWN Securities, Inc.
2020 - 2020 (1 year)
Mosaic Health and Life
2019 - Present (7 years)
Guardian life Insurance Company
2019 - 2019 (1 year)
Park Avenue securities
2019 - 2019 (1 year)
Pacific Advisors
2018 - 2020 (2 years)
Guardian life Insurance Company
2018 - 2019 (1 year)
Park Avenue securities
2018 - 2019 (1 year)
Axa Advisors, LLC
2012 - 2018 (6 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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