Kevin Manning is a CFP-designated registered investment advisor at Regent Peak Wealth Advisors, LLC, based in Atlanta, GA, with 21 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 205 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Regent Peak Wealth Advisors charges a percentage of the assets they manage for you. The annual fee schedule is tiered, meaning the percentage decreases as the amount of assets increases. The fee is calculated monthly, in advance, based on the market value of your assets on the last business day of the previous month. The management fee is negotiable at Regent Peak's discretion.
Location
200 Galleria Pkwy Se, Suite 1175, Atlanta, GA, 30339
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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 Activities
Kevin is a board member of Back on my Feet, a non-profit organization, since 2015. He dedicates a few hours per week to this activity in a non-fiduciary capacity.
Employment History
Current Registrations
Regent Peak Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations2 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.