Kevin Nunez is a registered investment advisor at Njk Wealth Management, based in Fairfield, CT, with 7 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.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Fairfield, CT
Get directionsHistory
Regulatory History (1)
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Financial
August 2018Final
Employment History
Current Registrations
Njk Wealth Management
March 2026 - Present · 2 mos
Previous Registrations
Morgan Stanley
June 2020 - May 2025 · 4 yrs 11 mos
Morgan StanleyBroker
June 2020 - May 2025 · 4 yrs 11 mos
Advisory Group Equity Services LTD.Broker
September 2019 - November 2019 · 2 mos
Trust Advisory Group LTD
September 2019 - November 2019 · 2 mos
Morgan Stanley
June 2018 - August 2019 · 1 yr 2 mos
Morgan StanleyBroker
June 2018 - August 2019 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2017 - May 2018 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2017 - May 2018 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2016 - September 2016 · 2 mos
State Registrations2 states
CTNY
Advisor
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
No exam information available for this advisor.