Kevin Zywna is a CFP-designated registered investment advisor at Wealthway Financial Advisors, based in Norfolk, VA, with 28 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 166 clients with $250M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Individual fee schedules may be compressed for assets under management exceeding $2 million.
Fee Estimator
Location
440 Monticello Ave, Suite 1620, Norfolk, VA, 23510
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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
Wealthway Financial Advisors
Previous Registrations
Waypoint Advisors, LLC
Bunting Capital Management INC
State Registrations2 states
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