Kahn Financial Group

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Client assets under management

$122,359,065

Clients

122

36% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,002,943

About

Kahn Financial Group works primarily with individual and high‑net‑worth clients, and also serves pension and profit‑sharing plans, offering comprehensive financial planning with an emphasis on retirement and estate planning and portfolio management for individuals and small businesses. The firm generally implements mutual funds as core holdings and offers fee‑based wrap programs (Ambassador and IMPAC) administered through Raymond James, with ongoing advice and quarterly reporting.

KFG customizes recommendations based on client goals, time horizon and a basic risk‑tolerance questionnaire, favoring diversified, long‑term mutual‑fund‑based portfolios and avoiding frequent trading. The firm does not accept discretionary trading authority; as of December 2025 roughly $122.6 million in assets were managed on a non‑discretionary basis, with clients responsible for final trading decisions and receiving quarterly portfolio summaries.

Advisors at KFG are registered representatives of Raymond James Financial Services and are licensed insurance agents, so they can execute brokerage and insurance transactions through RJFS/RJIG and may receive commissions for certain insurance or product sales; the brochure discloses this creates potential conflicts because FINRA rules restrict transactions away from RJFS and order flow is routed through Raymond James & Associates. The firm also makes private placement life insurance and private placement variable annuities available to qualified investors (minimum placement $1,000,000) and states that less than half of its revenue is derived from commissions, distinctions that are less common among peer supported firms.

Client services

Financial planning Portfolio management

Expertise

General retirement planning General estate planning guidance Passive / index investing

Fee options

Fixed

Financial planning fixed fees range from $500 to $4,000 depending on complexity.

Percentage

$0 - $500,000: 1.5% per year $500,001 - $5,000,000: 1.0% per year $5,000,001+: Negotiable

Commissions

Commission fees may be paid for certain insurance and annuity products; less than 50% of revenue derived from commissions.

Project-based

Between $100 to $200 per hour for financial planning or consultation.

Other

Account minimum: $25,000 (waivable) Fee-only: Fixed fees for financial planning range from $500 to $4,000 depending on complexity; hourly rates from $100 to $200 per hour; asset-based advisory fees as listed in tiered schedule.

Main office location

Kahn Financial Group

1700 Mcmullen Booth Rd., Suite A 5

Clearwater FL 33759-2130, United States

Number of offices

Most active in

Florida · Texas

Disclosures

Business activities & affiliations

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.

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.

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 Form ADV Part 3: Client Relationship

Quick links

727-797-5551

Advisors at this firm

Michael C

CFP®, Series 63

Clearwater, FL

Kahn Financial Group

Michael Carey is a CFP® professional with 23 years of industry experience, currently serving at Kahn Financial Group. He has previously held roles at St. Petersburg College and Countryside Equipment Leasing, LLC, and is the owner and president of Bradford Management, Inc. Kahn Financial Group serves individual and high-net-worth clients, pension and profit-sharing plans, and small businesses. The firm focuses on comprehensive financial planning, emphasizing retirement and estate planning, and offers portfolio management through its IMPAC advisory program administered by Raymond James.

General retirement planning General estate planning guidance Passive / index investing

David K

CFP®, Series 63, Series 65

Clearwater, FL

Kahn Financial Group

David Kahn is a CFP® with 32 years of industry experience, currently serving at Kahn Financial Group in Clearwater, FL. He has been with Kahn Financial Group and Raymond James Financial Services since 1999 and has been affiliated with St. Petersburg College since 1994. Outside of advising, he owns Auspicious Realty LLC, a business involved in purchasing, renovating, and reselling single-family homes. Kahn Financial Group serves individual and high-net-worth clients, as well as pension and profit-sharing plans and small businesses. The firm focuses on comprehensive financial planning, particularly retirement and estate planning, and employs a long-term, diversified investment approach primarily using mutual funds, with an emphasis on non-discretionary management.

General retirement planning General estate planning guidance Passive / index investing

Michael K

Series 63, Series 65

Clearwater, FL

Kahn Financial Group

Michael Kahn is a financial advisor with Kahn Financial Group in Clearwater, FL, holding Series 63 and Series 65 designations and bringing eight years of industry experience. He has been with Kahn Financial Group since 2014 and also has a background at Raymond James Financial Services, Inc. In addition to his advisory role, he supports the firm as an administrative assistant and long-term care specialist. Kahn Financial Group serves individual and high-net-worth clients, as well as pension plans and small businesses, offering comprehensive financial planning focused on retirement and estate planning. The firm uses a long-term, diversified investment approach with an emphasis on mutual funds and provides portfolio management and financial plans through its IMPAC advisory program administered by Raymond James.

General retirement planning General estate planning guidance Passive / index investing

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