Menu
Menu
Doug + Kinsey - Financial Advisor in Dayton, OH

Paladin Research Report For:

Doug Kinsey

Artifex Financial Group, LLC

CDFA CFP®
2305 Far Hills Avenue
Dayton, OH 45419
855-752-6644
Visit Website
https://artifexfinancial.com

About Doug Kinsey

Artifex Financial Group is a Fee-Only Comprehensive Wealth Management firm with offices in Dayton, Columbus and Cincinnati Ohio. We work with our clients at any of our convenient offices or virtually wherever you are.

In addition to general financial planning advice, we provide tax preparation and planning; investment management; pre-retirement readiness planning; business valuation and improvement consulting; college planning and a variety of other services.

We are fiduciaries for our clients and place your interests first and foremost. Our team has a wide variety of expertise that we can put to work for you.

See Disclosures

General Information

Firm Start Year
  • 2007
No. of Employees
  • 5-9
CRD#
  • 1223159
Firm CRD#
  • 140643
Name of Custodial Firm
  • TD Ameritrade Institutional, Folio Institutional and Betterment
Years of Experience in Financial Services
  • 25
Number of Years with Current Firm
  • 12

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, Certified Divorce Financial Analyst(CDFA)
Financial Organization Memberships
  • National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)

Firm Information

Firm's Number of Clients
  • 250
Firm's Number of Planning Clients
  • 200
Firm's Number of Managed Clients
  • 50
Assets Managed by Firm
  • $100,000,000

Compensation and Fees

Minimum Portfolio Size for New Managed Accounts
  • $500,000

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.paladinregistry.com/disclosure/1887031/paladinregistry-artifex-financial-group,-llc-detailed-disclosure

BASIC INFORMATION NEEDED FOR THE INQUIRY

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

Learn More

Copyright 2023 Paladin Registry. All rights reserved.