AKPRIDE Financial Services

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Client assets under management

$24,739,682

Clients

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$562,266

About

AKPRIDE Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate plan sponsors and participants. The firm offers both discretionary and non-discretionary portfolio management and non-discretionary financial planning tailored to individual circumstances.

AKPRIDE’s client work is built on documented client discussions and formal risk assessments, with financial planning delivered via eMoney and portfolio implementation conducted through the Orion platform and available third‑party strategist models. The firm uses a mix of fundamental, technical, and cyclical analysis and may establish dual-adviser relationships in which third‑party strategists handle security selection while AKPRIDE oversees the advisory relationship.

Compared with many peers of similar size, AKPRIDE discloses several uncommon activities: it uses testimonials in its advertising, offers educational seminars and workshops and business‑focused consulting (including financial wellness programming), and serves retirement plans in ERISA 3(21)/3(38) capacities. The firm is also affiliated with an insurance agency owned by its owner; licensed insurance sales are disclosed as a separate source of compensation and a potential conflict of interest when insurance products are recommended.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops Business consulting services

Expertise

Retirement income strategy Social Security optimization Equity compensation tax strategy Business ownership considerations General tax planning

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Financial planning fixed fees ranging from $2,000 to $20,000; Business consulting up to $75,000; Educational seminars up to $75,000

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.20% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.70% $10,000,001+: Flat Fee (negotiated individually)

Commissions

Insurance product commissions from sales of life, accident, health, long-term care, fixed annuities, property and casualty insurance

Project-based

$375/hour for financial planning services

Other

Account minimum: $500,000 Fee-only: Financial planning: $375/hour or $2,000 to $20,000 fixed fee

Main office location

AKPRIDE Financial Services

Atlanta GA, United States

Number of offices

Most active in

California · Florida · Georgia · New York · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook Website 833-940-4889

Advisors at this firm

Ana H

Series 66

Atlanta, GA

AKPRIDE Financial Services

Ana Hata is a financial advisor at AKPride Financial Services with a Series 66 designation and three years of industry experience. Her prior roles include positions at Raymond James & Associates, Guardian Life Insurance Company of America, and Park Avenue Securities. Outside of her advisory work, she serves as Membership Chair for the American Killifish Association, focusing on conservation and education efforts related to freshwater fish. AKPride Financial Services provides investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate retirement plans. The firm emphasizes tailored financial plans based on client discussions and formal risk assessments, offering both discretionary and non-discretionary portfolio management along with access to third-party model portfolios through Orion Portfolio Solutions.

Retirement income strategy Social Security optimization Equity compensation tax strategy Business ownership considerations General tax planning Founder/Business Owner Executive

Anna K

ChFC®, Series 66

Atlanta, GA

AKPRIDE Financial Services

Anna Kindley is a financial advisor with AKPride Financial Services in Atlanta, GA. She holds the ChFC® designation and Series 66 license, with five years of industry experience. Prior to joining AKPride, she worked at Ashford Advisors and Zions Bancorporation. Outside of her advisory role, Ms. Kindley owns Kindley Consulting, LLC, through which she provides human resource education and general financial education seminars. AKPride Financial Services offers investment advisory, financial planning, retirement plan consulting, and business consulting to individuals, high-net-worth clients, families, business owners, and corporate retirement plans. The firm emphasizes tailored plans based on documented client discussions and formal risk assessments, provides both discretionary and non-discretionary portfolio management, and incorporates third-party model portfolios through Orion Portfolio Solutions.

Retirement income strategy Social Security optimization Equity compensation tax strategy Business ownership considerations General tax planning Founder/Business Owner Executive

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