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ChFC
KC
ChFC

Kevin Canterbury

Advisory Solutions Group
21 Years of Experience
Scottsdale, AZ
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Kevin Canterbury is a ChFC-designated registered investment advisor at Advisory Solutions Group, based in Scottsdale, AZ, 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 807 clients with $410M in assets under management.

Advisory Solutions Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
39 advisors
Number of Clients
807 clients
Average Client Portfolio
$506K average
Assets Under Management
$408.4M

Fee Structure

Investment management only (planning not offered)

ASG charges a percentage of your portfolio each year, up to a maximum of 2.50%. The exact fee is negotiable and depends on the complexity of the services. Clients may also be charged up to $35 per trade as an administrative fee for directed trades.

View Full SEC Brochure

Location

7231 E. Princess Blvd, Suite 201, Scottsdale, AZ, 85255

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History

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.
Customer Dispute
July 2023
Settled
Customer Dispute
June 2020
Settled
Customer Dispute
July 2019
Settled
Customer Dispute
October 2018
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kevin is a life insurance agent selling life and disability insurance through Truchoice Financial Life Insurance Brokerage since 2012. This activity requires minimal time.

Employment History
Current Registrations
Advisory Solutions Group
September 2026 - Present · 1 mo
Cs Planning CORP
November 2020 - Present · 5 yrs 11 mos
Previous Registrations
Coastal Investment Advisors
April 2014 - August 2020 · 6 yrs 4 mos
Coastal Investment Advisors
December 2012 - November 2013 · 11 mos
Coastal Equities, INC.Broker
September 2012 - August 2020 · 7 yrs 11 mos
Interwealth Management, LLC
May 2011 - September 2012 · 1 yr 4 mos
Rich Goldman Asset Mgmt, LLC
May 2010 - April 2011 · 11 mos
Mutual Securities, INC.Broker
January 2010 - September 2012 · 2 yrs 8 mos
Northwestern Mutual Investment Services,llc
September 2009 - December 2009 · 3 mos
Northwestern Mutual Investment Services, LLCBroker
June 2005 - December 2009 · 4 yrs 6 mos
State Registrations2 states
AZTX
Advisor

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.
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