Kevin Frette is a registered investment advisor at Custom Wealth Planners, based in Ankeny, IA, with 14 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 149 clients with $100M 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 | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.25% |
Fee Estimator
Location
2425 North Ankeny Blvd, Unit #105, Ankeny, IA, 50023
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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 →Other Business Activities
Kevin owns rental property in Des Moines, Iowa since 2008.
Employment History
Current Registrations
Custom Wealth Planners
Previous Registrations
Northwest Wealth Management, LLC
Edward Jones
State Registrations1 state
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