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KG
CFP
KG
CFP

Kevin Gaines

Private Advisor Group, LLC
32 Years of Experience
Berwyn, PA
View SEC Summary
View SEC Summary

Kevin Gaines is a CFP-designated registered investment advisor at Private Advisor Group, LLC, based in Berwyn, PA, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 142,225 clients with $44B in assets under management.

Private Advisor Group, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
915 advisors
Number of Clients
142,225 clients
Average Client Portfolio
$312K average
Assets Under Management
$44.3B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiable based on assets, account composition, and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1055 Westlakes Drive, Suite 300, Berwyn, PA, 19312

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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 owns Molosser Group LLC, through which he operates a financial services practice, dedicating nearly full-time hours to it. He also uses American Financial Management Group (AFMG) and Sofia Financial as business names and co-hosts a retirement advice podcast, Take Back Retirement, dedicating minimal time to the podcast.

Employment History
Current Registrations
Private Advisor Group, LLC
January 2019 - Present · 7 yrs 9 mos
Previous Registrations
Triad Advisors LLCBroker
May 2014 - January 2019 · 4 yrs 8 mos
Cetera Advisor Networks LLCBroker
September 2013 - May 2014 · 8 mos
Cetera Advisor Networks LLC
September 2013 - May 2014 · 8 mos
American Financial Management Group, LTD.
January 2011 - December 2018 · 7 yrs 11 mos
Walnut Street Securities, INC.
January 2011 - September 2013 · 2 yrs 8 mos
Walnut Street Securities, INC.Broker
April 2001 - September 2013 · 12 yrs 5 mos
Allfirst Brokerage CorporationBroker
March 1995 - January 2001 · 5 yrs 10 mos
Paragon Capital CorporationBroker
April 1994 - March 1995 · 11 mos
State Registrations1 state
PA
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.
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