Kevin Reardon is a CFP-designated registered investment advisor at Shakespeare Wealth Management, LLC, based in Pewaukee, WI, with 27 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, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 280 clients with $510M 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 $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.50% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Contact
Kevin Reardon
Location
N22W27847 Edgewater Drive, Suite 101, Pewaukee, WI, 53072
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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
Shakespeare Wealth Management, 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
Additional Information
We work one-on-one with our clients to maximize their financial situation, while minimizing risks. Because we take the time to know them, their family, and the experiences that have helped form their values, we are able to serve our clients in a more personalized way. We care about our clients and their families. We are dedicated to helping them succeed. At Shakespeare, we take on the responsibility of knowing that our decisions today will impact the family for generations to come. We treat this responsibility as a badge of honor, knowing that we will be there for our clients as they move through life. At Shakespeare, we adhere to our core values of Faith, Family, & Fiduciary. To learn more, give us a call or visit us at https://www.shakespearewm.com/about-us/.