# Patricia Kane

> Patricia Kane is a fee-only financial advisor at Kane Financial Planning, LLC in Avon, Connecticut, who holds the CFP and MBA credentials. Patricia charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $4,000 a year and one-time plans from $2,000) and focuses on retirement planning, physicians & residents and small business owners.

Page: https://find.wellspent.co/advisors/patricia-kane/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Kane Financial Planning, LLC
- **Based in:** Avon, Connecticut
- **Fee model:** Percentage of assets; Hourly; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $4,000 a year; one-time plans from $2,000; $250 an hour; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $6.2M across 23 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Retirement planning, Physicians & residents, Small business owners, Tax planning, Estate & legacy planning
- **Works with:** Executives, Physicians, Founders, Retirees, Pre-retirees
- **CRD:** 5131389 (https://adviserinfo.sec.gov/individual/summary/5131389)
- **SEC registration:** Investment adviser representative in CT
- **Exams passed:** Series 66 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://kanefinancialplanning.com

## Frequently asked questions

### Is Patricia Kane a fee-only financial advisor?

Yes. Patricia Kane is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Patricia's firm.

### How does Patricia charge for financial advice?

Patricia charges a percentage of assets, hourly fees, an ongoing planning fee and a one-time planning fee.

### How much does Patricia charge?

According to Kane Financial Planning, LLC's website, checked October 28, 2026: ongoing planning from $4,000 a year; one-time plans from $2,000; $250 an hour; 1% a year on the first tier of assets managed.

### Does Patricia work with clients virtually?

Yes. Kane Financial Planning, LLC says on its website that it works with clients remotely.

### Where is Patricia Kane based?

Patricia Kane is based in Avon, Connecticut.

### What does Patricia specialize in?

Patricia's specialties include retirement planning, physicians & residents, small business owners, tax planning and estate & legacy planning. Patricia works with executives, physicians, founders, retirees and pre-retirees.

### What credentials does Patricia Kane hold?

Patricia Kane holds the CFP and MBA credentials.

### Is Patricia Kane registered with the SEC?

Yes. Patricia Kane is registered as an investment adviser representative in CT (CRD 5131389), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kane Financial Planning, LLC manage?

Kane Financial Planning, LLC reports $6.2M across 23 accounts in assets under management.

### How do I contact Patricia Kane?

Through Patricia's website, kanefinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38852): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://kanefinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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