TrueAdvisor
TrueAdvisor
KH
CFP
KH
CFP

Kevin Holt

Market Street Wealth Management
25 Years of Experience
Glen Mills, PA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Kevin Holt is a CFP-designated registered investment advisor at Market Street Wealth Management, based in Glen Mills, PA, with 25 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 1,052 clients with $840M in assets under management.

Market Street Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
1,052 clients
Average Client Portfolio
$796K average
Assets Under Management
$837.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $5.0M0.85%
$5M+0.75%

Fees are negotiable at the sole discretion of the firm. Fees take into consideration aggregate assets under management.

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

Location

Glen Mills, PA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is the Vice President of Market Street Wealth Management, LLC, an investment advisory business. He also has interests in several other businesses including insurance sales (Medicare, P&C, annuities, life insurance, and long-term care), tax preparation, real estate rental property, and a youth hockey training business.

Employment History
Current Registrations
Market Street Wealth Management
January 2011 - Present · 15 yrs 9 mos
USA Financial Securities LLCBroker
February 2006 - Present · 20 yrs 8 mos
Previous Registrations
USA Financial Securities Corporation
August 2006 - December 2010 · 4 yrs 4 mos
Princor Financial Services Corporation
February 2005 - January 2006 · 11 mos
Princor Financial Services CorporationBroker
November 2003 - January 2006 · 2 yrs 2 mos
Locust Street Securities, INC.
July 2003 - November 2003 · 4 mos
Locust Street Securities, INC.Broker
March 2001 - November 2003 · 2 yrs 8 mos
Dean Witter Reynolds INC.Broker
July 2000 - December 2000 · 5 mos
State Registrations14 states
AZCACOCTDEFLMDNCNJPASCTNTXVA
AdvisorBrokerBoth

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.
More Advisors
More financial advisors in Glen Mills, PA →All financial advisors in Pennsylvania →