Kevin Londergan is a registered investment advisor at Bayrock Financial, L.L.C., based in Friendswood, TX, with 23 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 154 clients with $61M 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 $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable based on the nature and complexity of the relationship.
Fee Estimator
Location
Friendswood, TX
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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.
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Kevin is a partner in the CPA firm Bond, Snider, Glaw & Londergan, LLP, focusing on tax planning and business advising, dedicating about 10-20% of his time. He is also part owner of Oglesby & Londergan Financial Services, Inc., a tax planning and small business advisory firm, spending about 10-20% of his time there.
Employment History
Current Registrations
Bayrock Financial, L.L.C.
Previous Registrations
Bsg&l Financial Services, LLC
State Registrations1 state
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
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