Kenneth Petrashek is a CFP-designated registered investment advisor at Everpar Advisors LLC, based in Tulsa, OK, with 13 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 250 clients with $590M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
EverPar Advisors offers investment management services where fees range up to 1.99% annually, based on the complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly in advance, based on the average daily balance in the account. Fees may be negotiable.
Location
2431 E. 61st Street, Suite 825, Tulsa, OK, 74136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is an adjunct instructor at Oklahoma State University teaching finance classes, and a Major (Reserve Status) at Noble County Sheriff's Office. He dedicates minimal time to OSU and a few hours per week to the Sheriff's Office.
Employment History
Current Registrations
Everpar Advisors LLC
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Hightower Advisors, LLC
Frontier Investment Management CO
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
LPL Financial LLC
LPL Financial 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.