KM
CFP
KM
CFP
Kevin Mahony
28 Years of Experience
Atlanta, GA
3 Disclosures
Kevin Mahony is a CFP-designated registered investment advisor at D.L. Fields Advisory Group, LLC, based in Atlanta, GA, with 28 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 207 clients with $22M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
207 clients
Average Client Portfolio
$106K average
Assets Under Management
$22.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Accounts within the same household can be combined for a reduced fee. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
501 Pulliam St, Suite 150, Atlanta, GA, 30341
Get directionsHistory
Regulatory History (3)
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Customer Dispute
June 2009Closed-No Action
Regulatory
May 2005Final
Criminal
January 2004Final Disposition
Employment History
Current Registrations
D.L. Fields Advisory Group, LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
United Advisors America
August 2019 - January 2025 · 5 yrs 5 mos
Resource Horizons Investment Advisory, INC.
July 2007 - December 2012 · 5 yrs 5 mos
Resource Horizons Group LLCBroker
July 2007 - December 2008 · 1 yr 5 mos
Midsouth Capital, INC.
May 2006 - July 2007 · 1 yr 2 mos
Midsouth Capital, INC.Broker
April 2006 - July 2007 · 1 yr 3 mos
Midsouth Capital, INC.
April 2006 - May 2006 · 1 mo
1717 Capital Management Company
July 2001 - May 2006 · 4 yrs 10 mos
1717 Capital Management CompanyBroker
November 1995 - May 2006 · 10 yrs 6 mos
Allmerica Investments, INC.Broker
February 1991 - November 1995 · 4 yrs 9 mos
State Registrations1 state
GA
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.