Shane Kinney
Advisor at EPI Financial Group
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.
Advisor at EPI Financial Group
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.
Location
Troy, MI 48098-2809
Credentials
Series 66
Industry experience
1 year
Shane Kinney is a financial advisor at EPI Financial Group in Troy, MI, holding a Series 66 designation with one year of industry experience. Prior to joining EPI Financial Group, he was involved with Hantz Financial Services and operated Zerbo's Market and Bistro. Outside of his advisory role, Kinney owns and produces content for a monetized YouTube channel focused on entertainment. EPI Financial Group serves individuals, trusts, estates, charitable organizations, and business entities primarily with personalized financial planning and discretionary asset management via a sub-advisor platform. The firm focuses on non–high-net-worth clients and utilizes third-party money managers while maintaining oversight and client consultation.
Based on EPI Financial Group
Fixed fees for financial planning services from $500 to $2,000
$0+: 1.0% annually (EPI portion of AEWM fee) $0+: 1.5% annually (AEWM total fee before sharing with EPI) $0+: 1.50% annually (GI Strategic, Tactical, Allocation & Defined Outcome Portfolios) $0+: 1.00% annually (GI Preservation Portfolios)
Fee-only: Fixed fees for financial planning ranging from $500 to $2,000 based on complexity
5700 Crooks Rd., Suite 340
Troy, MI 48098-2809
Michigan
EPI Financial Group LLC
2026 - Present (1 year)
EPI Financial Group LLC
2025 - Present (1 year)
EPI Protection, LLC
2024 - Present (2 years)
Hantz Financial Services, Inc.
2024 - 2024 (1 year)
Hantz Financial Services, Inc.
2024 - 2024 (1 year)
Unemployed
2023 - 2024 (1 year)
Zerbo's Market and Bistro
2022 - 2023 (1 year)
Full Time Student
2013 - 2022 (9 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
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Is not active or affiliated with:
Broker-dealer / trader
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Bank
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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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