Kevin Demayo
Kevin Demayo is a registered investment advisor at Wealth Group, INC., based in Boynton Beach, FL, with 20 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wealth Group does not directly manage client investments. Instead, Wealth Group refers clients to third-party investment advisors (TPAs). Wealth Group shares in the fees paid to the TPA. The management fee is disclosed in the TPA's disclosure documents.
Location
2240 Woolbright Rd. #321, Boynton Beach, FL, 33426
Get directionsHistory
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 has an insurance license and spends about a quarter of his time marketing insurance products.
Employment History
Current Registrations
Wealth Group, INC.
Previous Registrations
W.H. Colson & Associates, INC.
Investors Capital Advisory
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.