$11.9M Total AUM
$11.9M Disc. AUM
-- 3Y CAGR
3 Employees
85 ADV. Clients
3 yrs Firm Age
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- Custodian
- Assetmark · Betterment · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-08-2023
- Office Locations
- 1
Office Locations
-- Winter Park FL
About Twinleaf Financial Advisors
Twinleaf Financial Advisors is a fee-for-service, fiduciary planning firm focused on dentists nationwide. The team provides goal-based financial planning, wealth management, insurance planning, and retirement plan support for dental practices (including employer plans and key-person benefits). Portfolios are implemented primarily with ETFs, led by a dedicated CFP® founder.
Team overview
28 AVG AGE
$11.9M AVG AUM / ADVISOR
$140.2K AVG AUM / CLIENT
3.5 yrs AVG TENURE
3 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
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Technology
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Owner & Executives
JOHN DAVID KANN
Chief Compliance Officer
- CRD
- #6614619
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,918,590 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,918,590 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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