KP
CFP
KP
CFP

Kevin Peveto

32 Years of Experience
Fort Worth, TX
Broker

Kevin Peveto is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Fort Worth, TX, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4200 S. Hulen, Ste 314, Fort Worth, TX, 76109

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kevin is a trustee for his parents and has a 50% ownership stake with his spouse in Peveto Ranch Company, LP, a family-owned ranch operation, where he spends minimal time maintaining the books. He also owns 100% of Peveto Financial Group LLC, dedicating about a quarter of his time to this finet practice.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
September 2011 - Present · 14 yrs 8 mos
Wells Fargo Advisors
September 2011 - Present · 14 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2008 - September 2011 · 3 yrs 8 mos
Wells Fargo Advisors, LLC
January 2008 - September 2011 · 3 yrs 8 mos
A. G. Edwards & Sons, INC.
August 2002 - January 2008 · 5 yrs 5 mos
A. G. Edwards & Sons, INC.Broker
August 1993 - January 2008 · 14 yrs 5 mos
State Registrations32 states
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AdvisorBrokerBoth

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.