Kevin Dunford
Boldin · Snowflake, Arizona
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.
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Specialties
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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6704422 |
| Exams passed | Series 63 (2018) · Series 65 (2021) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.boldin.com |
How Kevin's firm compares
- Ongoing planning starts at $168 a year, below the Arizona median of $4,800 for fee-only firms that publish prices.
- A one-time plan starts at $3,200, above the Arizona median of $1,650 for fee-only firms that publish prices.
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Questions about Kevin
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.
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
- Boldin 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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