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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:

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#:    2833931
Firm 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:    22
Number of Years with Current Firm:    19
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


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


Investment Types:    Stocks, Mutual Funds, Commodities, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs)
I can meet clients in the following ways:    At your office, Via phone, At my office, At your home, Via email

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Senior Advisor (CSA), Certified in Long-Term Care (CLTC)
Securities Licenses:    Series 65
Insurance and Annuity Licenses:    Disability, Accident, Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life
Financial Organization Memberships:    Financial Planning Association (FPA), GA Society of CPAs and the CFA Institute
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:    520,000,000
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


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 and Fees

Fee Structure:    I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:    $500,000
Compensation Methods:    Based on Assets, Hourly, Flat Fee
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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