CFP®, AIF®, AWMA®, CRPC®
Founder, Wealth Manager
CFP®, AIF®, AWMA®, CRPC®
Founder, Wealth Manager
Our mission is to secure and grow clients' assets regardless of market conditions. - Ken Hargreaves, CFP®, AIF®, AWMA®, CRPC®
Fee-Only financial planner located in Sarasota and Lakewood Ranch, FL, serving clients locally and across the country
Ken Hargreaves is a Sarasota, FL fee-only financial planner with an additional office in Lakewood Ranch, FL. WealthGen Advisors provides comprehensive financial planning, investment management, and estate planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ken Hargreaves is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
A Florida native, and full-time Sarasota resident, Ken Hargreaves founded WealthGen Advisors, LLC after spending more than fourteen years in the financial advisory industry.
During that time, Ken witnessed a wide variation of technology, expertise and advice models that didn’t always put the client first or optimize their financial situation. WealthGen Advisors was created to provide high-tech, high-quality, independent, and personalized advice that taps into the most up-to-date investment philosophies, income distribution, and tax mitigation strategies to optimize client outcomes. All this, delivered in a low-fee, commission-free atmosphere, that puts the clients’ interest above all things.
Prior to founding WealthGen Advisors, Ken spent almost a decade in New York and then Texas as Vice President at The Capital Group, a $2T global investment manager serving institutional clients and pension funds. He also served as director to a registered investment advisory firm in Florida, where he specialized in managing investments, family and small business financial planning, and retirement income optimization analysis and strategy. Ken is a frequent speaker on Financial Planning topics and has served on the board of directors for the New York City Financial Planning Association. He is a member of the Investments and Wealth Institute (IWI), Financial Planning Association (FPA), XYPlanning Network, and the National Association of Personal Financial Advisors (NAPFA).
Ken earned a B.S. in Finance, from Florida State University. He also has completed an advanced investment and statistics program through Yale University. He holds FINRA Series 7 and 66 licenses, as well as the Certified Financial Planner®, Accredited Wealth Management Advisor®, Chartered Retirement Planning Counselor®, and Accredited Investment Fiduciary® designations.
Ken Hargreaves is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
WealthGen Advisors is a Sarasota-based, fee-only, boutique investment and financial planning firm, and a Registered Investment Advisor (RIA) that specializes in comprehensive financial planning and wealth management for high-net-worth individuals and families. Clients include business owners, executives, entrepreneurs, and established families.
Clients come to us because they seek accredited fiduciary counsel that is legally obliged to act in the best interests of its clients. This fee-only arrangement ensures that there are zero conflicts of interest or commission-based financial products that could influence investment advice.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Investment Management
- Retirement Income Planning
- College Education Planning
- Tax Planning
- Estate Planning
- Risk Management Services
- Advance Planning for Business Owners
- Retirees and Near Retirees
- High-net-worth Individuals
- Established Families
- Small Business Owners and Entrepreneurs
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ken Hargreaves is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ken Hargreaves is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Ken Hargreaves is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Ken Hargreaves is a Member of The Financial Planning Association® (FPA®)
FPA® is the largest membership organization for CFP® professionals in the U.S. and supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients.
Ken Hargreaves is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Ken Hargreaves is an Accredited Wealth Management Advisor® (AWMA®)
Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Ken Hargreaves is a Chartered Retirement Planning Counselor℠ (Learn More)
The Chartered Retirement Planning Counselor℠ or CRPC® designation is a premier retirement planning credential. The CRPC® program covers all aspects of the retirement process in a single comprehensive program with no product or advising biases.
Contact Ken Hargreaves
650 Central Ave
Sarasota, FL 34236
8130 Lakewood Main Street
Lakewood Ranch, FL 34202