Kevin Worley
Kevin Worley is a CFP-designated registered investment advisor at The Genwealth Group, INC., based in Maplewood, NJ, with 4 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 3 more. Their firm serves 301 clients with $660M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Seton Hall alumni with $500,000 or more receive a 10% discount on their first year advisory fee. Minimum annual fee of $6,250 applies per household.
Fee Estimator
Location
6 Inwood Place, Maplewood, NJ, 07040
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 independent licensed insurance agent selling accident, health, and life insurance products since May 2021. This activity takes a few hours per week.
Employment History
Current Registrations
The Genwealth Group, INC.
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
More Advisors
- Brandon Apisa, CFPThe Genwealth Group, INC.
- Braden Schipke, CFPThe Genwealth Group, INC.
- Michael Leanza, CFPThe Genwealth Group, INC.
- Daniel O'halloran, CFPThe Genwealth Group, INC.
- Erica Eiler, CFAOppenheimer & CO. INC.
- Daniel Noll, CFALincoln Asset Management