Kevin Grady
Kevin Grady is a CFP-designated registered investment advisor at Eversource Wealth Advisors, LLC, based in Spokane, WA, with 24 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, Retirement Planning, and 1 more. Their firm serves 4,050 clients with $4B 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 $3.0M | 2.00% |
| $3M+ | 2.00% |
The above fee schedule is used as a guideline only. Account Asset Value ranges and applicable fees are subject to negotiation in EverSource’s sole discretion and will vary among different advisors and clients.
Fee Estimator
Location
609 N Argonne Road, Suite # A, Spokane, WA, 99212
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2015Other Business ActivitiesSells Insurance
Kevin is a licensed independent insurance agent through Grady Financial Network, LLC since 2002, spending about 10-20% of his time on this. He also serves on the investment committee for Innovia Foundation and as an advisory board member for Adult and Teen Challenge of Spokane, dedicating minimal time to each.
Employment History
Current Registrations
Eversource Wealth Advisors, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
World Group Securities, INC.Broker
Wma Securities, INC.Broker
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.