KD
CFP
KD
CFP

Kent Delph

8 Years of Experience
West Palm Beach, FL

Kent Delph is a CFP-designated registered investment advisor at Facet, based in West Palm Beach, FL, with 8 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 13,331 clients with $6B in assets under management.

Compensation
Fixed/Hourly
Firm Size
58 advisors
Number of Clients
13,331 clients
Average Client Portfolio
$453K average
Assets Under Management
$6.0B

Fee Structure

Planning is included in investment management

Facet Wealth includes investment management as part of its financial planning membership. There are no additional fees for investment management services. The firm offers different service levels with varying features, but investment management is included in all tiers. Facet does not offer standalone investment management services.

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Location

2054 Vista Parkway, Ste 400, West Palm Beach, FL, 33411

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Facet
May 2021 - Present · 5 yrs
Previous Registrations
Sanctuary Securities, INC.Broker
March 2021 - April 2021 · 1 mo
Sanctuary Advisors, LLC
March 2021 - April 2021 · 1 mo
Integrated Planning & Wealth Management, LLC
May 2020 - February 2021 · 9 mos
Charles Schwab & CO., INC.
December 2017 - May 2020 · 2 yrs 5 mos
Charles Schwab & CO., INC.Broker
November 2017 - May 2020 · 2 yrs 6 mos
State Registrations2 states
INTX
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.
Kent Delph - Financial Advisor | TrueAdvisor