Kevin Grant
Kevin Grant is a CFP, ChFC-designated registered investment advisor at Kestra Advisory Services, LLC, based in Austin, TX, with 33 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 97,702 clients with $60B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kestra Advisory Services' (Kestra AS) fees for managing your investments are a percentage of the value of your portfolio, up to a maximum of 2.5% per year. The exact percentage is determined by your advisor based on factors like the size of your account, the type of account (e.g., retirement), the services you receive, and the platform you choose. These fees are negotiable.
Kestra AS offers different advisory platforms with varying program fees that are deducted from the client fee you negotiate with your advisor. These platforms include AdvisorEnterprise, Horizon, and AdvisorChoice. Each platform has different features, costs, and minimum account sizes.
There are also third-party managed solutions available through platforms like Focus Partners Advisor Solutions, Symmetry Partners, SEI and AssetMark.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 1996Other Business ActivitiesSells Insurance
Kevin is an employee at Higginbotham Executive Benefits, an insurance company, spending about a quarter of his time meeting clients, producing proposals, assisting with paperwork, and servicing existing clients. He is also an Investment Advisor Representative with Kestra Advisory Services, LLC, providing investment advisory services, and spends minimal time as the owner of INCOME.FIT, a pass-through entity for retirement income planning.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Financial Telesis, INC.
Financial Telesis INCBroker
Higginbotham Executive Benefits, LLC
Level Four Advisory Services
Lincoln Financial Securities CorporationBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Princor Financial Services CorporationBroker
Clark/bardes Financial Services, INC.Broker
Clark-Bardes Securities, INC.Broker
Mutual Service CorporationBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
Brokers Transaction Services, INC.Broker
H.D. Vest Investment Securities, INC.Broker
State Registrations5 states
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.