Kevin Lake is a CFP-designated registered investment advisor at Common Cents Planning, based in Glen Mills, PA, 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 463 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $7.0M | 0.65% |
| $7.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees for households over $25 million are negotiable.
Fee Estimator
Location
239 Baltimore Pike, Glen Mills, PA, 19342
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 ActivitiesSells Insurance
Kevin sells fixed insurance products since 2020. This investment-related activity takes about a quarter of his time.
Employment History
Current Registrations
Common Cents Planning
Previous Registrations
Commonwealth Financial NetworkBroker
MML Investors Services, LLCBroker
Nylife Securities LLCBroker
Lincoln Financial Distributors, 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.