Kevin Aguas
Kevin Aguas is a registered investment advisor at Cross State Financial Group LLC, based in Flagstaff, AZ, with 22 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 432 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cross State Financial Group charges an annual fee based on the value of your portfolio. The fee schedule varies depending on the size of your account and which branch manages it. For example, one fee schedule charges 1.50% on the first $100,000, while another charges 1.25% on the first $500,000. Fees are negotiable and may be lower if your household has multiple accounts.
Location
Flagstaff, AZ
Get directionsHistory
Regulatory History (6)
Customer Dispute
August 2013Customer Dispute
May 2013Customer Dispute
December 2010Customer Dispute
August 2010Customer Dispute
August 2010Customer Dispute
July 2009Other Business ActivitiesSells Insurance
Kevin manages his income and expenses through Aguas Investment, Inc. He also teaches finance and business classes at Northern Arizona University about a quarter of his time, and manages client insurance accounts a few hours per week.
Employment History
Current Registrations
Cross State Financial Group LLC
Previous Registrations
Pfg Advisors
Cue Advisory Services, INC.
Geneos Wealth Management, INC.
Rubicon Financial Network
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.