Advisor at Griffin Financial Advisors, 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.
Firm
Griffin Financial Advisors, LLC
Location
St. John, IN
Credentials
CFP®, Series 65
Industry experience
9 years
Kevin Griffin is a CFP® and holds a Series 65 license with nine years of experience in financial advising. He has been with Griffin Financial Advisors, LLC since 2016 and previously worked at Bmo Harris Bank from 2014 to 2016. Griffin Financial Advisors provides investment management and comprehensive financial planning services to individuals, high-net-worth clients, families, trusts, small businesses, and pension plans. The firm uses a personalized, fiduciary approach that incorporates fundamental, technical, and cyclical analysis to tailor asset allocation and investment selection, occasionally employing outside specialty managers.
Based on Griffin Financial Advisors, LLC
One-time financial planning fixed fee typically between $1,000 and $3,600.
$10,000 - $100,000: 1.75% $100,001 - $400,000: 1.65% $400,001 - $700,000: 1.50% $700,001 - $1,000,000: 1.25% $1,000,001 - $1,500,000: 1.00% $1,500,001 - $1,750,000: 0.75% $1,750,001+: 0.65%
$300 per hour for additional services beyond fixed fee plans.
Account minimum: $10,000 Fee-only: Financial planning fixed fees typically range from $1,000 to $3,600; hourly fee $300 per hour.
St. John, IN
Illinois · Indiana · Texas · Wisconsin
Griffin Financial Advisors, LLC
2016 - Present (10 years)
Bmo Harris Bank
2014 - 2016 (2 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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EN+ Wealth
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