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Kevin Tiernan

Maslow Wealth Advisors
20 Years of Experience
Austin, TX
View SEC Summary
View SEC Summary

Kevin Tiernan is a registered investment advisor at Maslow Wealth Advisors, based in Austin, TX, with 20 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, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 395 clients with $2.8B in assets under management.

Maslow Wealth Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
20 advisors
Number of Clients
395 clients
Average Client Portfolio
$7.2M average
Assets Under Management
$2.8B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Annual fee will not exceed 1.00% and is subject to a $10,000 minimum annual fee. Fees are individually negotiated based on portfolio size and complexity.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1601 South Mo Pac Expressway, Suite 125D, Austin, TX, 78746

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Kevin is a landlord for a single family home through 63rd Street Properties LLC, dedicating minimal time. He is also an equity owner in Cibolo Al, LLC, a software company, spending minimal time overseeing sales initiatives.

Employment History
Current Registrations
Maslow Wealth Advisors
September 2022 - Present · 4 yrs 1 mo
Previous Registrations
Dimensional Fund Advisors LP
April 2015 - September 2022 · 7 yrs 5 mos
Dfa Securities LLCBroker
March 2015 - September 2022 · 7 yrs 6 mos
Blackrock Investment Management, LLC
December 2010 - March 2015 · 4 yrs 3 mos
Blackrock Investments, LLCBroker
October 2010 - March 2015 · 4 yrs 5 mos
Profunds Distributors, INC.Broker
January 2009 - September 2010 · 1 yr 8 mos
Meridian Investments, INC.Broker
May 2008 - January 2009 · 8 mos
Maxcor Financial INC.Broker
June 2005 - November 2005 · 5 mos
Bgc Markets, L.P.Broker
March 2005 - November 2005 · 8 mos
Cantor Fitzgerald SecuritiesBroker
August 2003 - October 2004 · 1 yr 2 mos
Tullett Liberty Securities INC.Broker
May 2002 - August 2003 · 1 yr 3 mos
State Registrations1 state
TX
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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