Kevin Calderon is a registered investment advisor at Stonebriar Wealth, LLC, based in Orlando, FL, with 1 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 310 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonebriar Wealth charges an annual advisory fee based on the value of your investments, billed monthly. The fee is negotiable and will never exceed 1.5% annually. Stonebriar Wealth may recommend external managers, such as AE Wealth Management, who will deduct their fee (typically 0.40%) and remit the remaining advisory fee to Stonebriar Wealth.
Location
Orlando, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is involved with Vario Fund, LP, a diversified debt fund, dedicating about 10-20% of his time to due diligence. This is an investment-related business.
Employment History
Current Registrations
Stonebriar Wealth, LLC
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.