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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 16 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Comprehensive Financial Plan: A detailed financial plan designed to achieve your stated financial goals and objectives. Fixed fees range from $3,000 to $12,000, depending on the complexity and resources required.
- Hourly Project-Based Financial Planning: Addresses specific questions or issues at an hourly rate of $360. Fees are negotiable.
Location
Wilmington, DE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Age Wisely Financial
Previous Registrations
Macquarie Allegiance Capital, LLC
State Registrations2 states
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