Doug + Kinsey - Financial Advisor in Dayton, OH

Paladin Research Report For:

Doug Kinsey

Artifex Financial Group, LLC

2305 Far Hills Avenue
Dayton, OH 45419

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.

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General Information

Firm Start Year
  • 2007
No. of Employees
  • 5-9
  • 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 provides referrals to financial professionals. is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures,-llc-detailed-disclosure