Kevin Hackett
Kevin Hackett is a registered investment advisor at Paracca Financial Group, based in Ormond Beach, FL, with 11 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 78 clients with $22M 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 $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 1.00% |
| $4M+ | 1.00% |
Fees for accounts over $4,000,000 are negotiable. Additional fees apply for specific third-party indexing services (0.025% for direct indexing, 0.05% for long-short indexing).
Fee Estimator
Location
Ormond Beach, FL
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 provides tax and accounting services as an owner/operator, dedicating about 10-20% of his time. He also advises clients and provides insurance as needed, spending a few hours per week on this activity.
Employment History
Current Registrations
Paracca Financial Group
Previous Registrations
Lifemark Securities CORP.
Lifemark Securities CORP.Broker
Foresters Equity Services, INC.Broker
Foresters Equity Services, INC.
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.
Exams
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