Kevin Sweeney is a CFP-designated registered investment advisor at Biltmore Wealth Management, LLC, based in Tempe, AZ, with 16 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 307 clients with $440M 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 | 1.35% |
| $500K - $1.0M | 1.20% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Location
1400 E. Southern Avenue, Suite 650, Tempe, AZ, 85282
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 →Employment History
Current Registrations
Biltmore 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.