# Anthony Kinzie

> Anthony Kinzie is a fee-only financial advisor at Blue Bear Financial in Mt. Pleasant, South Carolina, who holds the CFP credential. Blue Bear Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/anthony-kinzie/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Blue Bear Financial
- **Based in:** Mt. Pleasant, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $147.4M across 554 accounts
- **Credentials:** CFP
- **CRD:** 6688689 (https://adviserinfo.sec.gov/individual/summary/6688689)
- **SEC registration:** Investment adviser representative in SC
- **Exams passed:** Series 66 (2016)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://bluebearprivatewealth.com/

## Frequently asked questions

### Is Anthony Kinzie a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Anthony holds no broker registration, and Blue Bear Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Anthony charge for financial advice?

Anthony's firm, Blue Bear Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Anthony Kinzie based?

Anthony Kinzie is based in Mt. Pleasant, South Carolina.

### What credentials does Anthony Kinzie hold?

Anthony Kinzie holds the CFP credential.

### Is Anthony Kinzie registered with the SEC?

Yes. Anthony Kinzie is registered as an investment adviser representative in SC (CRD 6688689), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Blue Bear Financial manage?

Blue Bear Financial reports $147.4M across 554 accounts in assets under management.

### How do I contact Anthony Kinzie?

Through Anthony's website, bluebearprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6688689): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.