Kahn Financial Group
DBA: Kahn Financial Group, Inc.
1700 MCMULLEN BOOTH RD., Clearwater, Florida 33759-2130
SEC CRD#134802
Last ADV filed: 01/23/2026
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
AUM-Based Fee1.50%of assets under management
Hourly Rate$100
to $200 per hourper hour
Detailed Fee Schedule
1.5% for the first $10,000,000; 1.0% for the next $15,000,000; ½% for the next $25,000,000; ¼% for any additional dollars
Source: Form ADV Part 2 BrochureCompensation methods:
Percentage of AUMFixed fees
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.