Kevin Oneil is a ChFC-designated registered investment advisor at Ko Financial, based in Leesburg, VA, with 24 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 67 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.40% |
Fees are negotiable based upon certain circumstances.
Fee Estimator
Location
Leesburg, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is a licensed insurance agent with Hilb Group (DBA: Summit Insurance) since 1985, selling and servicing life, health, disability, and dental insurance plans.
Employment History
Current Registrations
Ko Financial
Previous Registrations
Ko Financial
Cary Street Partners
Rafalko Investment Advisory, LLC
Rafalko Advisors, INC.
Piedmont Investment Advisors, LLC
Loudoun Investment Advisors, LLC
State Registrations1 state
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.