Kevin Sprouse is a registered investment advisor at Achieving Veritas LLC, based in Lithia, FL, with 2 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 86 clients with $70M 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% |
Achieving Veritas charges an annual fee of 1.50% on all managed assets. Fees may be negotiable in the firm's sole discretion based on anticipated future earnings, asset amounts, or related accounts.
Fee Estimator
Location
Lithia, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a managing member of Accrete Group, LLC, a consulting services firm, since December 2022. This activity takes about half of his time.
Employment History
Current Registrations
Achieving Veritas 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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