Kevin Saia
Kevin Saia is a CFP-designated registered investment advisor at S Squared Retirement Solutions LLC, based in Montville, NJ, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Real Estate Investing, and 2 more. Their firm serves 60 clients with $60M 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 | 1.50% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.85% |
Fee may be negotiable.
Fee Estimator
Location
170 Changebridge Rd, Unit D5-1, Montville, NJ, 07045
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2006Regulatory
April 2001Other Business ActivitiesSells Insurance
Kevin owns College Planning of NJ, dedicating minimal time to scholarship searches. He also owns S Squared Life Solutions, an insurance business where he acts as owner and agent, taking up about 40% of his time, and S Squared Investment Advisors, a business consulting firm where he spends minimal time. Kevin is also the author of a book on retirement and income and a consultant for Cash Balance Advisors, spending minimal time speaking with business owners about defined business plans.
Employment History
Current Registrations
S Squared Retirement Solutions LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Calton & Associates, INC.
Calton & Associates, INC.Broker
J.P. Turner & Company, L.L.C.Broker
J P Turner & Company Capital Management, LLC
Fahnestock Asset Management
Oppenheimer & CO. INC.Broker
Josephthal & CO., INC.Broker
A. G. Edwards & Sons, INC.Broker
Prudential Securities IncorporatedBroker
Ryan, Beck & CO.Broker
State Registrations2 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.