Picket Fence Financial, LLC

Picket Fence Financial, LLC (CRD# 139262) is a financial advisory firm headquartered in Bel Air, MD. They manage $19,500,000 in 148 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $131,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, TX

Financial Advisors at Picket Fence Financial, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kirk W. Kinder
CRD#: 4656569
2706 Alternate Us 19 North, Palm Harbor, FL 34683
96
Wealthminder
score

Kirk Kinder (CRD# 4656569) is an Investment Advisor Representative working at Picket Fence Financial, LLC in Palm Harbor, FL and has over 15 years of experience in the finance industry. Kirk Kinder has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Louis J. Trinchere
CRD#: 6664245
Bel Air, MD
88
Wealthminder
score

Louis Trinchere (CRD# 6664245) is an Investment Advisor Representative working at Picket Fence Financial, LLC in Bel Air, MD and has over 2 years of experience in the finance industry.

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