Your Personal Financial Agent
By Meet Kevin
Fee Structure:
➡️ Annual asset fee: 0.69%
❌ No Hourly Fees.
❌ No Commissions.
Fees charged by the underlying broker-dealer or custodian bank would be separately disclosed.
DISCLAIMER:
Plato’s Philosophy, LLC, DBA StockHack is a Registered Investment Adviser lawfully registered with the U.S. Securities and Exchange Commission (CRD # 319564 / SEC # 801-126714). All Investment Adviser Representatives at the firm hold a valid Series 65 license. This webpage is meant for potential clients to express interest in a financial advisory and wealth management service that the firm is looking to launch and give permission to be contacted to receive additional information. All such persons will be provided with the firm’s regulatory documents (Form ADV, firm brochure, brochure supplements, Client Relationship Summary, etc.) to review along with a proposed contract and fee schedule. Please note, the financial advisory and wealth management service will be with and through Meet Kevin’s team, not with Kevin Paffrath (“Meet Kevin”) personally. Clients will most likely not interact with Meet Kevin directly during any portion of the service. However, the Meet Kevin team does regularly communicate with Meet Kevin through multiple mediums (GChat, real-time radios, etc.) and does intend to recurrently collaborate and discuss client portfolios with Meet Kevin to gain his additional insight and professional opinion. StockHack cannot and will not ever provide any warranties or guarantees of any kind regarding investment returns or performance of portfolios. All information and risks will be fully disclosed to clients, and it will be the client’s decision alone regarding whether to proceed with the services or investment decisions. Past performance is not indicative of future results. You should never invest more than you are willing to lose and could lose all or a portion of your invested principal.
Plato’s Philosophy, LLC, DBA StockHack is a sub-adviser to The Meet Kevin Pricing Power ETF ($PP). The firm does not presently have any financial advisory or wealth management clients. The firm previously used the doing business as (“DBA”) name of StackHack when it formerly offered personalized wealth plan videos to clients for a flat fee. The firm no longer offers that service. As part of this new financial advisory and wealth management service, the firm may elect to accept Canadian-based clients, pending foreign advisor registration with the Canadian government under any and all applicable laws. The firm will not be permitted to advise on any foreign securities and will only be providing financial advice based on U.S. securities laws and regulations. Any and all potential foreign clients will be provided with a more detailed disclosure prior to signing up for the firm’s services.
Plato’s Philosophy, LLC, DBA StockHack is not a broker-dealer nor is it registered with FINRA. The firm currently intends to custody clients’ assets with J.P. Morgan Chase. This has yet to be formally confirmed and may change prior to the launch of the financial advisory and wealth management services. In the event clients’ assets are custodied with J.P. Morgan Chase, all clients will receive an additional agreement to review and sign for this custody arrangement and what, if any, discretion the firm has over the clients’ accounts along with a description and disclosure of all protections provided to them by J.P. Morgan Chase, such as SIPC insurance. Any and all clients will receive a full, updated disclosure with all applicable information prior to signing up and beginning any services.
Kevin Paffrath (“Meet Kevin”) is a licensed California real estate broker (DRE # 01893132) with brokerages at both The Paffrath Organization, DBA Meet Kevin and House Hack, Inc., DBA HouseHack. However, these other companies are wholly separate from Plato’s Philosophy, LLC, DBA StockHack, and any real estate advice provided to clients as part of this financial advice and wealth management service shall not be dependent upon or connected to those companies in any way whatsoever.
Please visit adviserinfo.sec.gov for additional information about the firm.
Form ADV Parts 2A and 2B - Firm Brochure and Brochure Supplements