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Featured Business Financial Advisor in Atlanta, GA
Atlanta Financial Advisors
Kays Financial Advisory Corporation
200 Galleria Parkway SE, Suite 1150
Atlanta, GA 30339
(770) 951-9001
“Professional Wealth Management Services”
Advisor Profile
Alan McKnight
Name:  Alan McKnight
Phone Number:  (770) 951-9001
Website:  Visit Website
Disclosure Link:
http://scottkays.com/?file=d...

About Kays Financial Advisory Corporation

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth
management firm located in North Atlanta, Georgia, at the Cobb
Galleria Center. Founded in 1985, the firm provides full-time
money management and comprehensive financial planning services
to individuals and families. We have designed our services to
grow, protect, and conserve clients' wealth by delivering a
high level of personalized service and expertise. We exist to
help our clients make smart decisions about their money to
achieve their financial goals.

Our firm offers:

Highly educated, credentialed and experienced advisors

A big picture approach to personal finances

A system of client review meetings

A team approach to working with clients

A transparent and fair fee structure

Tax planning advice

Integration of estate plans with your financial plan

Expertise in retirement distribution and long term care
planning

Ongoing client communication through meetings, e-mails, client
seminars and our weekly radio show Smart Money
 

General Information

Gender:    Male
CRD#:    105873
Insurance License#:    GA 505632
Name of Custodial Firm:    Charles Schwab & Company
States Licensed in:    GA
States Willing to do Business in:    Acworth,Alpharetta,Atlanta,Austell,Avondale Estates,Canton,Clarkston,Conley,Dallas,Decatur,Douglasville,Duluth,Ellenwood,Emerson,Fairburn,Forest Park,Hiram,Kennesaw,Lawrenceville,Lilburn,Lithia Springs,Lithonia,Mableton,Marietta,Morrow,Norcross,Pine Lake,Powder Springs,Rex,Riverdale,Roswell,Scottdale,Smyrna,Stone Mountain,Tucker,Union City,Woodstock,Metro Atlanta
Years of Experience in Financial Services:    21
Number of Years with Current Firm:    18
Work Experience:    I have been a partner and Vice President for
Kays Financial Advisory Corporation in Atlanta,
Georgia for over 16 years.

During my career in the financial services
business, I have been quoted frequently in the
Atlanta Journal-Constitution on many types of
personal financial planning issues as well as
professional journals such as Financial Advisor
and the Journal for Financial Planning. I was
also a featured speaker at the 1st annual Money
& More Personal Investment Seminar held at the
Georgia World Congress Center in September 1998.

I also co-host a local talk radio show Smart
Money on WYAY 106.7 FM Smart Money every
Saturday afternoon at 1pm.

I work part-time as an accounting/finance
adjunct faculty where I teach Personal Financial
Planning, Securities Analysis, Options and
Futures, Management of Financial Institutions,
Mergers and Acquisitions and Managerial Finance.
I work with the following types of clients:    Individual Investors
 

Education

Academic Background
 
Certified Financial Planner Certificate
College for Financial Planning

MBA - Financial Services
Kennesaw State University

Bachelor of Mechanical Engineering Technology
Southern Polytechnic State University
 

Services

Investment Types:    Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Exchange Traded Funds (ETFs), Stocks
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Senior Advisor (CSA), Ed Slott Master Elite IRA Advisor, Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Variable Life, Disability, Annuity, Accident, Variable Annuity, Long Term Care, Life, Health, HMO
Financial Organization Memberships:    GA Society of CPAs and the CFA Institute, Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Member of Johns Creek Baptist Church
Member of the Atlanta Athletic Club
 

Firm Information

Firm's Number of Clients:    480
Firm's Number of Planning Clients:    480
Firm's Number of Managed Clients:    480
Assets Managed by Firm:    450,000,000
Advisor's Number of Clients:    200
Advisor's Number of Managed Clients:    200
Advisor's Number of Planning Clients:    200
Assets Managed by Advisor:    $200,000,000
 

Compliance

Registered Investment Advisor:    Yes
I am an acknowledged fiduciary:    Yes
Compliance Disclosures in Last 5 years:    I have a clean record
Criminal Disclosures in Last 5 years:    I have a clean record
 

Compensation & Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Flat Fee, Hourly, Based on Assets
Fee % Based on Assets:    1% or less
Hourly Rate:    $275
Flat Fee Rate:    Varies
Additional Details on Charges:    Flat fees will vary depending on the time spent on working for the client.
 
 
 
Prepared By: Alan McKnight

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