Kevin Cheeks is a CFP-designated registered investment advisor at Impactfi, based in San Francisco, CA, 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 Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 23 clients with $29M 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 | 0.95% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.45% |
Rates are for the comprehensive wealth management service, which includes planning and tax preparation. A standalone investment management service is also available at a flat rate of 0.50% with no account minimum.
Fee Estimator
Contact
Kevin Cheeks
Location
San Francisco, CA
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 →Employment History
Current Registrations
Impactfi
Previous Registrations
Echo45 Advisors LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
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.
Exams
More Advisors
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Jake Lilienstein, CFPBbr Partners, LLC
- Diana Freeburg, CFPEquita Financial Network, INC.
- Jennifer Birdsey, CFPCapital Group Private Client Services, INC.