Kevin Burkle
Flat-fee, one-time early retirement plans for people who want to keep control of their investments, with ongoing software access.
HCP Wealth Planning, LLC · Jacksonville, Florida
Kevin Burkle is a fee-only financial advisor at HCP Wealth Planning, LLC in Jacksonville, Florida, who holds the CFP credential. Kevin charges a one-time planning fee (one-time plans from $2,400) and focuses on tax planning, retirement planning and flat-fee planning.
Request an introduction to Kevin →
Specialties
Who they serve
- Pre-retirees
- Early-career professionals
- Retirees
About
Kevin Burkle is an independent financial planner who works with people aiming for early retirement. These clients want personalized advice on a project basis for a simple, all-inclusive fee, without ongoing portfolio management fees or product pitches, and they need a framework for organizing their finances and allocating resources tax-efficiently.
Instead of charging month after month, Kevin typically works through three to four virtual meetings over one to two months. Afterward, clients keep free ongoing access to the personal financial portal built together in Kevin's planning software, so they can track progress, stay organized and update the plan as life changes.
Kevin aims to be thorough and educational enough that clients shouldn't need another advisor soon unless life throws a curveball. The mission is to help people retire early with confidence while keeping control of their investments.
Facts
| Firm | HCP Wealth Planning, LLC |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model | One-time planning fee |
| Fees (Advice-Only Network profile) | One-time plans from $2,400 |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 5353078 |
| Exams passed | Series 63 (2007) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | hcpwealth.com |
| Profile |
How Kevin's firm compares
- A one-time plan starts at $2,400, in line with the Florida median of $2,500 for fee-only firms that publish prices.
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
Is Kevin Burkle a fee-only financial advisor?
Yes. Kevin Burkle is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin charges a one-time planning fee.
Does Kevin work with clients virtually?
Yes. Kevin's Advice-Only Network profile says they meet with clients virtually.
Where is Kevin Burkle based?
Kevin Burkle is based in Jacksonville, Florida.
What does Kevin specialize in?
Kevin's specialties include tax planning, retirement planning, flat-fee planning, student loans and pension planning. Kevin works with pre-retirees, early-career professionals and retirees.
What credentials does Kevin Burkle hold?
Kevin Burkle holds the CFP credential.
Is Kevin Burkle registered with the SEC?
Yes. Kevin Burkle is registered as an investment adviser representative in FL and TX (CRD 5353078), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.
How do I contact Kevin Burkle?
Through Kevin's website, hcpwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- HCP Wealth Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.