Advisor at The Strategic Financial Alliance, Inc.
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.
Firm
The Strategic Financial Alliance, Inc.
Location
Novato, CA 94949
Credentials
Series 66
Industry experience
14 years
Kevin Bartel is a financial advisor with The Strategic Financial Alliance, Inc. in Larkspur, CA, holding a Series 66 designation and 14 years of industry experience. He has worked with the firm since 2014 and is also the owner and sole proprietor of Larkspur Financial Advisors, Inc., a financial planning and asset management DBA. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm serves a diverse client base including high-net-worth individuals and operates multiple portfolio programs with a focus on non-discretionary asset management.
Based on The Strategic Financial Alliance, Inc.
Flat fees up to $10,000 for financial planning; Annual flat fee for Subscription Advisory Services (negotiable, billed quarterly or monthly)
$0+: up to 2.0% total advisory fee (including third-party fees); Orion Portfolio Solutions tiered admin fee 0.45% to 0.08%, strategist fees 0.10% - 0.20%, trading and custody fees 0.10% - 0.20%, plus $25 or $50 annual account maintenance fee (may be waived) Not specified+: C-Share Mutual Fund Management Program: 1% annual fee deducted by mutual fund company
Commissions and 12b-1 fees may be earned on implementation of financial plans and certain securities and insurance products
Up to $500 per hour for financial planning and consultation services
Subscription Advisory Services Program offers an annual flat fee (negotiable), billed quarterly or monthly, excluding asset management fees
Account minimum: $25,000 Fee-only: Financial planning and consultation fees negotiated; up to $10,000 flat fee, or $500/hour, or annual management fee of 2% of asset value; fees may be negotiated higher depending on complexity
438 Ignacio Boulevard
Novato, CA 94949
California · Texas
Strategic Blueprint, LLC
2020 - Present (6 years)
Larkspur Financial Advisors, Inc.
2019 - Present (7 years)
Larkspur Financial Advisors
2014 - 2019 (5 years)
The Strategic Financial Alliance, Inc.
2014 - Present (12 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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
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
Petaluma, CA
Cruse Investments
Series 63, Series 65
Novato, CA
Baughman Financial Group
CFA®, Series 65
Mill Valley, CA
Robert Horowitz Wealth Management
CFA®, Series 63
Larkspur, CA
Longview Investment Management
Series 63, Series 65
Petaluma, CA
John Schooler Jones LLC
Series 63, Series 65
San Rafael, CA
Madden Creek Advisors
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