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Kevin Fifield

Ip Financial Advisory Services LLC
36 Years of Experience
Byron Center, MI
5 DisclosuresSells Insurance
View SEC Summary
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Kevin Fifield is a registered investment advisor at Ip Financial Advisory Services LLC, based in Byron Center, MI, with 36 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 2,001 clients with $480M in assets under management.

Ip Financial Advisory Services LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
133 advisors
Number of Clients
2,001 clients
Average Client Portfolio
$241K average
Assets Under Management
$481.4M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Up to $250K3.00%
$250K+2.00%

Maximum annual fee is up to 3% and is negotiable. Alternatively, third-party investment programs range from 2.20% down to 1.40%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

8233 Byron Center Avenue SW, Suite K, Byron Center, MI, 49315

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History

Regulatory History (5)
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.
Regulatory
April 2024
Final
Criminal
February 2021
Final Disposition
Regulatory
June 2013
Final
Employment Separation After Allegations
November 2012
Employment Separation After Allegations
May 2003
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin operates under the DBA BCF Wealth Strategies for wealth management and investment planning, dedicating about 10-20% of his time. He also owns Byron Center Financial Inc for tax and payroll purposes, manages rental homes, and uses his individual name for fixed insurance, spending a few hours per week on these activities. Kevin is also a board member of the Byron Historical Society, dedicating minimal time.

Employment History
Current Registrations
Ip Financial Advisory Services LLC
February 2022 - Present · 4 yrs 8 mos
Previous Registrations
Sagepoint Financial, INC.
February 2013 - November 2021 · 8 yrs 9 mos
Sagepoint Financial, INC.Broker
November 2012 - November 2021 · 9 yrs
Securities America Advisors, INC.
January 2011 - November 2012 · 1 yr 10 mos
Securities America, INC.Broker
July 2007 - November 2012 · 5 yrs 4 mos
Brookstreet Capital Management
May 2004 - July 2007 · 3 yrs 2 mos
Brookstreet Securities CorporationBroker
June 2003 - July 2007 · 4 yrs 1 mo
Linsco/private Ledger CORP.Broker
February 2001 - June 2003 · 2 yrs 4 mos
MML Investors Services, INC.Broker
June 1998 - February 2001 · 2 yrs 8 mos
Foresters Equity Services, INC.Broker
January 1990 - June 1998 · 8 yrs 5 mos
State Registrations1 state
MI
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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