Kevin Flesch
Kevin Flesch is a registered investment advisor at Millstone Financial Group, based in Millstone, NJ, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 297 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Location
490 Hwy 33 West, Millstone, NJ, 08535
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 is an insurance agent at Millstone Financial Group, LLC, also doing business as Millstone Financial Group, since June 2024. He spends about a quarter of his time on RIA/insurance activities and minimal time as an insurance agent.
Employment History
Current Registrations
Millstone Financial Group
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.