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CFP
KG
CFP

Kevin Grady

Eversource Wealth Advisors, LLC
24 Years of Experience
Spokane, WA
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

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 Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 10 more. Their firm serves 4,338 clients with $5.1B in assets under management.

Eversource Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
77 advisors
Number of Clients
4,338 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$5.1B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M2.00%
$3M+2.00%

Fees are subject to negotiation and vary among advisors. Rates for assets over $3,000,000 are separately negotiated.

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

Location

609 N Argonne Road, Suite # A, Spokane, WA, 99212

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
March 2015
Denied
View Full SEC ReportHow to Read Disclosures
Other 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
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
September 2014 - May 2023 · 8 yrs 8 mos
Cambridge Investment Research, INC.Broker
September 2014 - May 2023 · 8 yrs 8 mos
MML Investors Services, LLC
January 2012 - September 2014 · 2 yrs 8 mos
MML Investors Services, LLCBroker
January 2012 - September 2014 · 2 yrs 8 mos
Northwestern Mutual Investment Services,llc
January 2007 - January 2012 · 5 yrs
Northwestern Mutual Investment Services, LLCBroker
June 2002 - January 2012 · 9 yrs 7 mos
World Group Securities, INC.Broker
April 2002 - May 2002 · 1 mo
Wma Securities, INC.Broker
October 2001 - April 2002 · 6 mos
State Registrations1 state
WA
Advisor

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.
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