Clinton Kane
Kane Financial · Waterville, New York
Clinton Kane is a fee-only financial advisor at Kane Financial in Waterville, New York. Clinton focuses on small business owners. Kane Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kane Financial |
|---|---|
| Based in | Waterville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $75.2M across 638 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 5352683 |
| Exams passed | Series 66 (2007) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | kanefp.com |
How Clinton's firm compares
- Kane Financial's average account is about $118,000, from its Form ADV (assets managed divided by 638 accounts).
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Questions about Clinton
Is Clinton Kane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Clinton holds no broker registration, and Kane Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Clinton charge for financial advice?
Clinton's firm, Kane Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Clinton Kane based?
Clinton Kane is based in Waterville, New York.
What does Clinton specialize in?
Clinton's specialties include small business owners.
Is Clinton Kane registered with the SEC?
Yes. Clinton Kane is registered as an investment adviser representative in NY and TX (CRD 5352683), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kane Financial manage?
Kane Financial reports $75.2M across 638 accounts in assets under management.
How do I contact Clinton Kane?
Through Clinton's website, kanefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Kane Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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