Ken Hargreaves

CFP®, AIF®, AWMA®, CRPC®

WealthGen Advisors

President

Ken Hargreaves

CFP®, AIF®, AWMA®, CRPC®

WealthGen Advisors

President

As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ken Hargreaves, CFP®, AIF®, AWMA®, CRPC®

941-706-4151

Fee-Only financial planner located in Sarasota, FL, serving clients locally and across the country

Ken Hargreaves is a Sarasota, FL fee-only financial planner. 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, Ken Hargreaves founded WealthGen Advisors, LLC. after spending more than twelve years in the financial advisory industry. During that time, Ken saw 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 Texas as Vice President at The Capital Group, a $2T global investment manager.  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 has served on the board of directors for the New York City Financial Planning Association and is a member of the Investments and Wealth Institute and XYPlanning Network.

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 fee-only boutique wealth management firm and a Registered Investment Advisor (RIA). That distinction means there are no conflicts of interest regarding third-party compensation or commissions to color our judgements on services we recommend. In fact, as such, we have a legal fiduciary obligation to act in the best interest of our clients.

WealthGen Advisors is headquartered in beautiful Sarasota, FL and specializes in the comprehensive financial management for individuals and families entering into the retirement transition or income stage. We also have extensive experience working with small business owners and entrepreneurs, as well as young families. Our advisors hold multiple financial planning designations and have completed advanced courses and graduate programs in investment strategy, tax, estate, and insurance risk management planning to provide the most sophisticated and sound advice in the world.

Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.

Specialties

  • Comprehensive Financial Planning
  • Retirement Income Planning
  • Investment Management
  • College Education Planning
  • Tax Planning

Ideal Clients

  • Retirees and Near Retirees
  • Growing Families
  • Business Owners and Executives
  • Sudden Money Situations
  • Novice Investors

Working Together

  • In-Office Meetings
  • Virtual Meetings
  • Clearly Defined Fees
  • No Product Sales
  • Complimentary Initial Consultation

Professional Designations & Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
    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.

  • XY Planning Network
    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.

  • Certified Financial Planner (CFP)
    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.

  • Financial Planning Association
    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.

  • Accredited Investment Fiduciary®
    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.

  • AWMA® - Accredited Wealth Management Advisor®

    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.

  • CRPC - Chartered Retirement Planning Counselor
    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

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Office Locations:

  • 650 Central Ave
    Suite 1
    Sarasota, FL 34236

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