Advisor at Keynote Financial Services, LLC
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Firm
Keynote Financial Services, LLC
Location
Vernon, CT 06066
Credentials
Series 65
Industry experience
22 years
Kent Zahner is a financial advisor with Keynote Financial Services, LLC in Vernon, CT, holding a Series 65 designation and 21 years of industry experience. He has been with Keynote Financial Services since 2004 and previously worked at Magdefrau, Renner & Ciaffaglione LLC, CPA's. Mr. Zahner is a licensed CPA but no longer practices accounting. Keynote Financial Services primarily serves individual clients, including many high-net-worth households, as well as businesses, charities, trusts, estates, and employer plans. The firm manages approximately $182 million on a discretionary basis and employs a core-and-satellite investment approach combining long-term asset allocation with opportunistic growth strategies.
Based on Keynote Financial Services, LLC
0.5% to 2% annually (negotiable, depending on size and complexity of account)
Up to $200/hour (negotiable)
Fee-only: Hourly fee up to $200/hour (negotiable)
7 Keynote Drive
Vernon, CT 06066
Connecticut
Keynote Financial Services, LLC
2004 - Present (22 years)
Magdefrau, Renner & Ciaffaglione LLC, CPA's
1996 - 2022 (26 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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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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