Kevin Crumly is a CFP-designated registered investment advisor at Evergreen Wealth, based in Springfield, IL, with 32 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 679 clients with $1.2B 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 $150K | 1.40% |
| $150K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.3M | 1.00% |
| $1.3M - $1.8M | 0.90% |
| $1.8M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. For any household below our minimum of $100,000 each account will be assessed a $55 annual maintenance fee.
Fee Estimator
Location
1200 Centre West Drive, Springfield, IL, 62704
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin is an independent insurance agent selling fixed products since 1993, dedicating minimal time to this activity. He also manages several real estate ventures, including S&N Investors, C&N Investments LLC, 5945 Sand Wedge LLC, and 1200 Centre West LLC, each requiring minimal time.
Employment History
Current Registrations
Evergreen Wealth
Previous Registrations
Mutual Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
State Registrations3 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.