# Kevin Dunford

> Kevin Dunford is a fee-only financial advisor at Boldin in Snowflake, Arizona, who holds the CFP credential. Kevin charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $168 a year and one-time plans from $3,200) and focuses on flat-fee planning and retirement planning.

Page: https://find.wellspent.co/advisors/kevin-dunford/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Boldin
- **Based in:** Snowflake, Arizona
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $168 a year; one-time plans from $3,200
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Retirement planning
- **CRD:** 6704422 (https://adviserinfo.sec.gov/individual/summary/6704422)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 63 (2018), Series 65 (2021)
- **Firm size:** 15 employees
- **Disclosures:** None reported
- **Website:** https://www.boldin.com/

## Frequently asked questions

### Is Kevin Dunford a fee-only financial advisor?

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

### How does Kevin charge for financial advice?

Kevin charges a flat fee or retainer and an ongoing planning fee.

### How much does Kevin charge?

According to Boldin's website, checked October 30, 2026: ongoing planning from $168 a year; one-time plans from $3,200.

### Where is Kevin Dunford based?

Kevin Dunford is based in Snowflake, Arizona.

### What does Kevin specialize in?

Kevin's specialties include flat-fee planning and retirement planning.

### What credentials does Kevin Dunford hold?

Kevin Dunford holds the CFP credential.

### Is Kevin Dunford registered with the SEC?

Yes. Kevin Dunford is registered as an investment adviser representative in AZ and TX (CRD 6704422), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How do I contact Kevin Dunford?

Through Kevin's website, www.boldin.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6704422): 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
- The firm's website (https://www.boldin.com/): specialties, clients served, and fees, checked October 30, 2026

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