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Alan McKnight

Kays Financial Advisory Corporation

200 Galleria Parkway SE, Suite 1150

Atlanta, GA 30339
(770) 9519001

Professional Wealth Management Services

About Kays Financial Advisory Corporation

Kays Financial Advisory Corporation (KFAC) is a fee-only wealth management firm located in North Atlanta, Georgia, at the Cobb Galleria Center. Founded in 1985, the firm provides full- time money management and comprehensive financial planning services to individuals and families. We have designed our services to grow, protect, and conserve clients' wealth by delivering a high level of personalized service and expertise. We exist to help our clients make smart decisions about their money to achieve their financial goals.

Our firm offers:

Highly educated, credentialed and experienced advisors

A big picture approach to personal finances

A system of client review meetings

A team approach to working with clients

A transparent and fair fee structure

Tax planning advice

Integration of estate plans with your financial plan

Expertise in retirement distribution and long term care planning

Ongoing client communication through meetings, e-mails, client seminars and our weekly radio show Smart Money.

General Information

Firm Start Year

1985

No.of Employees

10-19

CRD#

2833931

Firm CRD#

105873

Insurance License#

GA 505632

Name of Custodial Firm

Charles Schwab & Company

States Licensed in

GA

Years of Experience in Financial Services

22

Number of Years with Current Firm

19

Work Experience

I have been a partner and Vice President for Kays Financial Advisory Corporation in Atlanta, Georgia for over 16 years.

During my career in the financial services business, I have been quoted frequently in the Atlanta Journal-Constitution on many types of personal financial planning issues as well as professional journals such as Financial Advisor and the Journal for Financial Planning. I was also a featured speaker at the 1st annual Money & More Personal Investment Seminar held at the Georgia World Congress Center in September 1998.

I also co-host a local talk radio show Smart Money on WYAY 106.7 FM Smart Money every Saturday afternoon at 1pm.

I work part-time as an accounting/finance adjunct faculty where I teach Personal Financial Planning, Securities Analysis, Options and Futures, Management of Financial Institutions, Mergers and Acquisitions and Managerial Finance.

I work with the following types of clients

Individual Investors

Services

Investment Types

Stocks, Mutual Funds, Commodities, Bonds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs)

I can meet clients in the following ways

At your office, Via phone, At my office, At your home, Via email

Compliance

Registered Investment Advisor

Yes

Registered Representative

No

Investment Advisor Representative

No

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant, Certified Senior Advisor (CSA)®, Certified in Long-Term Care (CLTC)

Securities Licenses

Series 65

Insurance and Annuity Licenses

Disability, Accident, Annuity, Health, Life, HMO, Variable Annuity, Long Term Care, Variable Life

Financial Organization Memberships

Financial Planning Association (FPA), GA Society of CPAs and the CFA Institute

Non-Financial Organization Memberships

Member of Johns Creek Baptist Church Member of the Atlanta Athletic Club

Firm Information

Firm's Number of Clients

480

Firm's Number of Planning Clients

480

Firm's Number of Managed Clients

480

Assets Managed by Firm

520,000,000

Advisor's Number of Clients

200

Advisor's Number of Managed Clients

200

Advisor's Number of Planning Clients

200

Assets Managed by Advisor

$200,000,000

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee

Fee % Based on Assets

1% or less

Hourly Rate

$275

Flat Fee Rate

Varies

Additional Details on Charges

Flat fees will vary depending on the time spent on working for the client.

Education

Bachelor of Mechanical Engineering Technology -

Southern Polytechnic University
-

Master of Business Adminstration - Finance

Kennesaw State University
-

Doctor of Business Administration - Candidate - Finance

University of Florida
2016 - 2019

Disclosures

http://scottkays.com/?file=downloadPaperwork