Kevin Ashworth
Kevin Ashworth is a CFA-designated registered investment advisor at Delarme Wealth Management, INC., based in Palos Verdes Estates, CA, with 15 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 138 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Location
2550 Via Tejon, Suite 3A, Palos Verdes Estates, CA, 90274
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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 Activities
Kevin is a shareholder of EPWA Inc., a registered investment advisor (RIA). He dedicates minimal time to this passive ownership role.
Employment History
Current Registrations
Delarme Wealth Management, INC.
Previous Registrations
Ep Wealth Advisors
State Registrations1 state
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