Kevin Lam is a CFP-designated registered investment advisor at Age Wisely Financial, based in Wilmington, DE, with 10 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 16 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan — Fixed fees ranging from $3,000 to $12,000 depending on the complexity, specific client needs, estimated time, and research required.
- Hourly Project-Based Financial Planning — $360 per hour for limited-scope, project-based engagements addressing specific financial questions or topics.
Location
Wilmington, DE
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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 →Employment History
Current Registrations
Age Wisely Financial
Previous Registrations
Macquarie Allegiance Capital, LLC
State Registrations2 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
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