Kevin Sweeney is a registered investment advisor at Firethorn Wealth Partners, LLC, based in Augusta, GA, with 12 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 658 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Firethorn Wealth Partners offers wealth management services for an annual fee based on the amount of your portfolio. This fee generally ranges from 0.50% to 1.25%. The fee is calculated monthly, in advance, based on the market value of your portfolio on the last day of the previous month.
Location
2550 Central Avenue, Augusta, GA, 30904
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a 50% owner and managing partner/investor in MS Hill Partners, LLC, a private equity investment firm, spending minimal time per month. He also owns "How You, LLC", which owns 25% of Firethorn Wealth Partners, where he is a managing member/wealth advisor/president/COO, dedicating full-time hours, and is a managing member of PB3 Ventures. Kevin is also the president of a non-profit, First Tee of Augusta, spending a few hours per week.
Employment History
Current Registrations
Firethorn Wealth Partners, LLC
Previous Registrations
Kingswood Capital Partners, LLCBroker
Wealthplan Partners
LPL Financial LLC
LPL Financial LLCBroker
Adp Broker-Dealer, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Waddell & Reed, 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.