KF
CFP
KF
CFP

Kevin Friday

26 Years of Experience
Akron, OH
1 Disclosure

Kevin Friday is a CFP-designated registered investment advisor at Stratos Wealth Partners, LTD, based in Akron, OH, with 26 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 25,391 clients with $19B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
384 advisors
Number of Clients
25,391 clients
Average Client Portfolio
$734K average
Assets Under Management
$18.6B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual advisory fee is 2.0% for advisor-managed non-wrap and SWM accounts. Specific program fees may vary up to 3.0% depending on the chosen platform, custodian, or third-party manager.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

291 N. Cleveland Massillon Rd., Akron, OH, 44333

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 1987
Settled
Other Business Activities

Kevin is the President and Owner of Centre of Financial and Retirement Planning, a financial planning and asset management business since 1993. He dedicates full-time hours to this business, focusing on financial planning and asset management for approximately 125 clients.

Employment History
Current Registrations
Stratos Wealth Partners, LTD
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Centre for Financial and Retirement Planning INC.
November 1999 - February 2025 · 25 yrs 3 mos
State Registrations2 states
OHTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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