KG
KG
Kevin Gaffuri is a registered investment advisor at Primerica Advisors, based in Upland, CA, with 16 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 Investment Management, Retirement Planning. Their firm serves 67,816 clients with $16B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3990 advisors
Number of Clients
67,816 clients
Average Client Portfolio
$229K average
Assets Under Management
$15.5B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.74% |
| $250K - $500K | 1.71% |
| $500K - $1.0M | 1.52% |
| $1.0M - $3.0M | 1.38% |
| $3.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.85% |
Total maximum wrap fee schedule combining the maximum advisory fee, program fee, and assuming a maximum asset manager fee of 0.50%. The advisory fee component is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
151 D Str, Upland, CA, 91786
Get directionsHistory
Regulatory History (4)
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.
Financial
February 2025Final
Judgment / Lien
August 2016Criminal
February 2014Final Disposition
Criminal
December 1999Final Disposition
Employment History
Current Registrations
Primerica Advisors
June 2025 - Present · 1 yr 4 mos
PFS Investments INC.Broker
October 2009 - Present · 17 yrs
State Registrations3 states
CAMOTN
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
- Jazmine Cardona, CFPCharles Schwab & CO., INC.
- Robert Arensberg, ChFCEagle Strategies LLC
- Steven Martinez, CFPKinetic Investment Management, INC.
- Stephanie Crean, CFPLPL Financial LLC
- Dominic Valdez, ChFCEdward Jones