Kevin Burkle, CFP^®

CSLP^®

Owner/Financial Planner

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225

+ 1 More Location

HCP Wealth Planning

13740 Hidden Oaks Ln
Jacksonville, FL 32225-4098

FINANCIAL ADVISOR'S WEBSITE

https://hcpwealth.com

(904) 419-3784 CONNECT WITH Kevin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge a simple, all-inclusive flat fee for a six to seven meeting project plan. Since we don't manage investments or sell products, we don't have any hidden agendas.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

My Links

Company Website

XY Planning Network

NAPFA

General

Kevin Burkle is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at HCP Wealth Planning in Jacksonville, FL and the surrounding communities.

Financial Advisor Overview

As an independent, flat-fee financial advisor, I provide advice-only financial planning to young professionals and pre-retirees. Through my "Map Your Wealth" Process, you get holistic, unbiased advice, without being required to have me manage your investments. We'll help you gain the confidence and clarity that comes from partnering with a CFP who will help you save and invest smarter, optimize income and savings, and minimize taxes.

Financial Advisor Experience

Kevin Burkle, CFP®, CSLP® has over 12 years of industry experience and has been a Certified Financial Planner since 2012. He founded HCP Wealth Planning in 2019 in order to create a flat-fee advice-only service model that provides REAL financial planning and removes the conflicts of interest that plague the industry.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Certified Student Loan Professional

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Career Change, Asset Allocation, Investment Management, Estate Planning, Mutual Funds, Getting Married, Insurance, Retirement, Stocks & Bonds, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

We charge a simple, all-inclusive flat fee for a six to seven meeting project plan. Since we don't manage investments or sell products, we don't have any hidden agendas.