Patricia Kane
Kane Financial Planning, LLC · Avon, Connecticut
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.
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Specialties
Who they serve
- Executives
- Physicians
- Founders
- Retirees
- Pre-retirees
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 |
| Accepting new clients | Yes |
| Assets under management | $6.2M across 23 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CT · CRD 5131389 |
| Exams passed | Series 66 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kanefinancialplanning.com |
How Patricia's firm compares
- Ongoing planning starts at $4,000 a year, below the US median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $2,000, in line with the US median of $2,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the US median of $300 for fee-only firms that publish prices.
- Kane Financial Planning, LLC's average account is about $271,000, from its Form ADV (assets managed divided by 23 accounts).
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Questions about Patricia
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Kane Financial 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.
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