Kevin Seales is a CFP-designated registered investment advisor at Schwab Wealth Advisory, INC., based in Westlake, TX, with 5 years of industry experience. Kevin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Schwab Wealth Advisory does not charge investment management fees directly; instead, program fees are handled through its affiliate sponsor, Charles Schwab & Co., and are detailed in separate program disclosure materials. The program generally requires a minimum investment of $500,000 to participate.
Location
3000 Schwab Way, Westlake, TX, 76262
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 Activities
Kevin is a registered representative with OSAIC Wealth Inc., dedicating minimal time to this investment-related activity. He started this position in May 2025.
Employment History
Current Registrations
Charles Schwab & CO., INC.Broker
Schwab Wealth Advisory, INC.
Previous Registrations
Everest Financial Group
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Scottrade Investment Management
Scottrade, INC.Broker
State Registrations53 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.
Exams
More Advisors
- David Abed-Rabboh, CFPSchwab Wealth Advisory, INC.
- Hongli Chen, CFPSchwab Wealth Advisory, INC.
- Jaime RangelSchwab Wealth Advisory, INC.
- Justin Mourning, CFPSchwab Wealth Advisory, INC.
- Judith Espinosa, CFPSchwab Wealth Advisory, INC.
- Bushra Rumi, CFASchwab Wealth Advisory, INC.