Kevin Burkle, CFP®, CSLP® HCP Wealth Planning
- Virtual, Jacksonville, FL 32266
- (904) 419-3784
- https://hcpwealth.com/
About Kevin Burkle, CFP®, CSLP®
As a flat-fee financial advisor, I provide advice-only financial planning to young professionals and pre-retirees. Through my “Map Your Wealth” Process, you get holistic, unbiased advice, without being required to have me manage your investments. I’ll help you gain the confidence and clarity that comes from partnering with a CFP® who will help you save and invest smarter, optimize income and savings, and minimize taxes.
My “Map Your Wealth” Process consists of six to seven virtual meetings where I provide highly personalized financial advice and education. Since I don’t manage investments or sell products, you can be confident that I don’t have any hidden agendas which may provide me a financial motive to steer you in any one direction.
The “Map Your Wealth” process is extremely thorough. Because of this, I am only willing to partner with a maximum of four new households per month in order to make sure I provide an exceptional planning experience. If you are considering partnering with us, please make sure you currently have the time and the drive to take a deep dive into your financial life.
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The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
Ideal Clients
- Advice-Only
- Medical Professionals
- Young Professionals
Ways Advisor Charges
- Monthly Fee
- Flat Fee
Fee Options
- Monthly Fee: $300+/mo
- Flat Fee: $1800+/engagement
SEC Records
Disclosure
The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.
XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.
