Kevin Kaspar is a CFP-designated registered investment advisor at Trackside Wealth, based in Chamblee, GA, with 3 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 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Trackside Wealth includes investment management as part of its comprehensive financial planning packages. Rather than charging a fee based on the size of your portfolio, the firm charges a fixed annual fee across three tiers:
- Early Career — $8,400 per year
- Standard — $12,000 per year
- Estate Tax — $24,000 per year
There is no minimum account size required, and clients are billed monthly in advance.
Location
Chamblee, GA
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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
Trackside Wealth
Previous Registrations
Brightstar Wealth Management INC.
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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