Kevin Roth is a CFP-designated registered investment advisor at Tanglewood Legacy Advisors, LLC, based in Houston, TX, with 14 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, Investment Management. Their firm serves 169 clients with $560M 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 | Included |
Fees range from 0.50% to 1.00% annually, depending on various factors. The brochure mentions different types of fee arrangements, including flat and tiered fees.
Fee Estimator
Location
One Riverway, Suite 1550, Houston, TX, 77056
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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 →Other Business Activities
Kevin is the owner of KW Wealth LLC, a support company for lease and office expenses. This activity, started in 2017, is not investment-related and requires minimal time.
Employment History
Current Registrations
Tanglewood Legacy Advisors, LLC
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
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.