Shane Kinney is a registered investment advisor at Epi Financial Group, based in Troy, MI, with 1 years of industry experience. Shane operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 87 clients with $6.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EPI Financial Group offers investment management through AE Wealth Management (AEWM). AEWM charges 1.50% annually, and EPI receives 1.0% of that fee. The total fee will not exceed 2% annually and may be negotiable. Fees are billed monthly based on the average daily balance of the account. EPI also refers clients to third-party money managers, where fees range from 0.6% to 2.6% annually, with EPI receiving 50-65% of the total advisory fees.
Location
5700 Crooks Rd., Suite 340, Troy, MI, 48098-2809
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Shane is an insurance agent at EPI Protection, LLC, dedicating about 10-20% of his time. He also owns Beyond the Score, an entertainment company that creates content for a monetized YouTube channel, dedicating a few hours per week.
Employment History
Current Registrations
Epi Financial Group
Previous Registrations
Hantz Financial Services, INC.
Hantz Financial Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.