Kevin Buenvenida
Kevin Buenvenida is a CFP-designated registered investment advisor at J. W. Cole Advisors, INC., based in Midlothian, VA, 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 Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 31,247 clients with $8.2B 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 | 3.00% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees may be negotiated or charged at a flat rate. Program fees and transaction costs may apply separately depending on the selected account type.
Fee Estimator
Location
13537 Waterford Place, Midlothian, VA, 23112
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 →Other Business ActivitiesSells Insurance
Kevin is a support advisor at Financial Dynamics & Associates, focusing on financial planning. He also works as an agent selling fixed insurance and managing client relationships.
Employment History
Current Registrations
J. W. Cole Advisors, INC.
Previous Registrations
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
TD Ameritrade, INC.
Morgan StanleyBroker
Morgan Stanley
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
Ferris, Baker Watts, LLC
Ferris, Baker Watts, 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
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