KD
KD
Kevin Delaney
18 Years of Experience
Hampton, NH
2 Disclosures
Kevin Delaney is a registered investment advisor at Kd Wealth Management LLC, based in Hampton, NH, with 18 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, Insurance Planning, Investment Management, and 1 more. Their firm serves 30 clients with $10M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
30 clients
Average Client Portfolio
$333K average
Assets Under Management
$10.0M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K+ | 0.80% |
Fees may be negotiable. Wrap fee program available, not to exceed 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
11 Thornton St, Hampton, NH, 03842
Get directionsHistory
Regulatory History (2)
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Regulatory
April 2022Final
Judgment / Lien
March 2007Employment History
Current Registrations
Kd Wealth Management LLC
April 2022 - Present · 4 yrs 1 mo
Previous Registrations
Kd Wealth Management LLC
August 2020 - December 2021 · 1 yr 4 mos
Apollo Financial Group, LLC
October 2019 - June 2020 · 8 mos
Fidelity Personal and Workplace Advisors
July 2018 - September 2019 · 1 yr 2 mos
Strategic Advisers LLC
February 2008 - July 2018 · 10 yrs 5 mos
Fidelity Brokerage Services LLCBroker
August 2007 - September 2019 · 12 yrs 1 mo
State Registrations2 states
LANH
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.