Kevin Manning
Kevin Manning is a CFP-designated registered investment advisor at Stone Pine Financial Partners, based in Media, PA, with 13 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 202 clients with $260M 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are calculated on a blended tier schedule and are generally not negotiated, though Stone Pine reserves the right to negotiate at its discretion.
Fee Estimator
Location
200 E State Street, Ste 100, Media, PA, 19063
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kevin works as an insurance wholesaler consultant for Highland Capital Brokerage, dedicating a few hours per week. He also works full-time as a licensed insurance agent selling life, health, disability, annuities, and long-term care insurance under the DBA of KeyAdvisors.
Employment History
Current Registrations
Stone Pine Financial Partners
Previous Registrations
Esi Financial Advisors
State Registrations3 states
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
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