Kevin Feig is a CFP-designated registered investment advisor at Walk You to Wealth, based in Dover, MA. 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, Investment Management, and 2 more. Their firm serves 11 clients with $8.7M in assets under management.
Compensation
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Walk You To Wealth offers a Comprehensive Planning and Advice program that includes investment management for a flat monthly fee of $299. This fee also includes financial planning services.
Contact
Kevin Feig
Location
Dover, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is an adjunct professor of financial planning at Columbia College since September 2023. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Walk You to Wealth
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.
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Additional Information
Hi, I'm Kevin Feig. As the husband of a teacher, I've had a front-row seat to the challenges women in education face. You dedicate your lives to empowering others, but you're often left to navigate a confusing retirement system—full of high-fee investment options and opaque pension rules—all on your own.I founded Walk You To Wealth to provide a different path. My mission is to offer honest, simple, flat-fee financial planning to help you untangle your benefits, maximize your pension, and build a clear plan for your future.My advice is steeped in deep, unbiased expertise. I bring an educator's mindset to your finances, backed by my work as:- A CERTIFIED FINANCIAL PLANNER™ professional- A Certified Public Accountant (CPA)- A Personal Financial Specialist (PFS)- A financial planning professor at Columbia and Regis CollegesBefore this, I spent 20+ years in executive-level positions at Fidelity Investments, Coinbase, and Kraken. I am also a published author, a frequent contributor to outlets like CNBC, Bloomberg, and Investopedia, and I volunteer my time providing pro bono financial guidance through Advisers Give Back.