Steven Kane
Kane Company Wealth Management, Inc. · Johnston, Iowa
Steven Kane is a fee-only financial advisor at Kane Company Wealth Management, Inc. in Johnston, Iowa, who holds the CFP, CPA and PFS credentials. Steven focuses on retirement planning, tax planning and estate & legacy planning. Kane Company Wealth Management, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kane Company Wealth Management, Inc. |
|---|---|
| Based in | Johnston, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $284.7M across 717 accounts |
| Credentials | CFP · CPA · PFS |
| SEC registration | Investment adviser representative in IA, TX · CRD 4467286 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | kanecompanypc.com |
How Steven's firm compares
- Kane Company Wealth Management, Inc.'s average account is about $397,000, from its Form ADV (assets managed divided by 717 accounts).
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Questions about Steven
Is Steven Kane a fee-only financial advisor?
Yes. Steven 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 Steven's firm.
How does Steven charge for financial advice?
Steven's firm, Kane Company Wealth Management, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Kane based?
Steven Kane is based in Johnston, Iowa.
What does Steven specialize in?
Steven's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Steven Kane hold?
Steven Kane holds the CFP, CPA and PFS credentials.
Is Steven Kane registered with the SEC?
Yes. Steven Kane is registered as an investment adviser representative in IA and TX (CRD 4467286), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Kane Company Wealth Management, Inc. manage?
Kane Company Wealth Management, Inc. reports $284.7M across 717 accounts in assets under management.
How do I contact Steven Kane?
Through Steven's website, kanecompanypc.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 Company Wealth Management, Inc. 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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