Kevin England is a CFP-designated registered investment advisor at Tier One Wealth Management, based in Lone Tree, CO, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 148 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tier One Wealth Management charges a percentage of your portfolio each year. The specific rate is agreed upon in your Investment Advisory Agreement and may vary based on the size of your account, complexity, and activity. The maximum annual advisory fee is 2.50%. A minimum account value of $100,000 is required to start, but this is negotiable. Fees are billed monthly.
Location
9380 Station Street, Suite 535, Lone Tree, CO, 80124
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 Activities
Kevin provides technology and marketing support to Tier One Tax, LLC, dedicating a few hours per week. He is also the President of Fair Share Planning, LLC, spending about 10-20% of his time on this role.
Employment History
Current Registrations
Tier One Wealth Management
Previous Registrations
Spc
Sigma Financial CorporationBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Charles Schwab & CO., INC.Broker
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.