Kevin Smith is a CFP-designated registered investment advisor at Wealthspire Advisors, based in Indialantic, FL, with 17 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9,973 clients with $34B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary based on account size, platform, and complexity, with standard rates up to 1.25% annually. Fees are negotiable.
Fee Estimator
Location
Indialantic, FL
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
Wealthspire Advisors
Previous Registrations
Wealthspire Advisors
Pagnatokarp Partners, LLC
Convergent Wealth Advisors, LLC
Royal Oak Capital Management, LLC
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.
Exams
More Advisors
- Nelson Cover, CFPLasalle St. Investment Advisors, L.L.C.
- Shannon Pitner, CFPNautilus Wealth Advisors
- Chad Shoultz, CFPFinancial Planning & Management, LLC
- Amber Shear, CFPJ.P. Morgan Securities LLC
- Kirsten Palacios, ChFCState Farm Investment Management CORP.
- Milo Zonka, CFPZonka & Associates, INC.