KW
KW
Kevin Welsh
26 Years of Experience
Allentown, PA
3 DisclosuresBroker
Kevin Welsh is a registered investment advisor at Wells Fargo Advisors, based in Allentown, PA, with 26 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
4905 W Tilghman St 3rd Fl, [L3-Rbo], Allentown, PA, 18104
Get directionsHistory
Regulatory History (3)
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Financial
October 2020Final
Financial
September 2020Final
Financial
September 2020Final
Employment History
Current Registrations
Wells Fargo Advisors
November 2022 - Present · 3 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Previous Registrations
Securities America, INC.Broker
December 2020 - July 2022 · 1 yr 7 mos
Saybrus Equity Services, LLCBroker
August 2018 - May 2020 · 1 yr 9 mos
The Leaders Group, INC.Broker
March 2018 - August 2018 · 5 mos
Wells Fargo Clearing Services, LLC
October 2015 - March 2018 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2013 - March 2018 · 4 yrs 3 mos
The Leaders Group, INC.Broker
April 2013 - December 2013 · 8 mos
The Leaders Group, INC.Broker
February 2013 - April 2013 · 2 mos
Morgan StanleyBroker
June 2009 - February 2013 · 3 yrs 8 mos
Citigroup Global Markets INC.Broker
June 2006 - June 2009 · 3 yrs
Lincoln Financial Distributors, INC.Broker
October 2004 - January 2006 · 1 yr 3 mos
Jackson National Life Distributors, INC.Broker
November 2003 - September 2004 · 10 mos
Lincoln Financial Distributors, INC.Broker
April 2001 - December 2003 · 2 yrs 8 mos
The Investment Center, INC.Broker
November 2000 - February 2001 · 3 mos
New England SecuritiesBroker
March 1998 - October 2000 · 2 yrs 7 mos
State Registrations32 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.