Advisor at Platform Wealth Advisors
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Firm
Platform Wealth Advisors
Location
Goleta, CA 93117
Credentials
CFP®, PFS™, Series 66
Industry experience
24 years
Kirk Stovesand is a CFP® and PFS™ credentialed financial advisor with 24 years of industry experience. He is currently with Platform Wealth Advisors and Sandpiper Consulting Inc. dba Walpole Advisors. His prior experience includes over three decades with Walpole & Co. LLP and Walpole Financial Advisors, LLC. Outside of advisory work, he serves as chair of the audit committee and board member at Community West Bank Holdings and is an advisory board member for Your Travel Center, Inc. Platform Wealth Advisors provides discretionary investment management and financial planning to individuals, retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm emphasizes long-term, low-turnover asset-class investing based on Modern Portfolio Theory and integrates advisory services with affiliated accounting and consulting practices.
Based on Platform Wealth Advisors
Based on Platform Wealth Advisors
Financial Planning Services fixed fees typically ranging from $2,500 to $10,000
$0 - $1,000,000: 1.10% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.55% $10,000,001 - $20,000,000: 0.35% $20,000,001+: 0.25%
Account minimum: $1,000,000 Minimum fee: $11,000 annual fee minimum for Investment Management services; $750 minimum quarterly fee for Employee Benefit Retirement Plan Services Fee-only: Financial Planning fixed fees ranging from $2,500 to $10,000; Consulting services annual fee of 0.20% (20 basis points)
70 Santa Felicia Drive
Goleta, CA 93117
California
Sandpiper Consulting Inc. dba Walpole Advisors
2024 - Present (2 years)
Platform Wealth Advisors
2024 - Present (2 years)
Walpole Financial Advisors, LLC
2014 - 2024 (10 years)
Walpole & Co. LLP
1985 - 2024 (39 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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 63, Series 65
Santa Barbara, CA
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Series 65
Santa Barbara, CA
Montecito Investment Strategies
Series 63, Series 65
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Peckham, David A
CFA®, Series 63
Santa Barbara, CA
Placera Capital Management LLC
CFP®, Series 63
Solvang, CA
Financial Telesis Company
Series 66
Santa Barbara, CA
Ironcrest Capital Management LLC
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