Kevin Peacock is a CFP-designated registered investment advisor at Astra Wealth Partners, based in Jersey City, NJ, with 9 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 126 clients with $200M 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 $3.0M | 0.90% |
| $3M+ | 0.50% |
Subject to a minimum annual fee based on complexity starting at $7,200. Fees and fee schedules are negotiable.
Fee Estimator
Contact
Kevin Peacock
Location
101 Hudson Street, Suite 2100, Jersey City, NJ, 07302
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin is a managing member and investment adviser representative (IAR) for Astra Wealth Partners LLC and Astra Capital Management LLC, dedicating about a quarter of his time to each. He also owns and manages Astra Tax Partners, LLC, spending about 10-20% of his time during tax season and minimal time during the rest of the year.
Employment History
Current Registrations
Astra Wealth Partners
Previous Registrations
Astra Strategic Wealth
State Registrations3 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
I’m Kevin Peacock, principal of Astra Wealth Partners. I am committed to taking the time to listen and understand the nuances of your goals, preferences, needs, and challenges. Based on our discussions, we will collaborate to create your personalized roadmap to financial independence.I am a Certified Financial Planning (CFP®) professional and also hold the Chartered Alternative Investment Analyst® designation. I began my career at Ernst and Young’s tax practice upon receiving a Bachelor of Science in Accountancy from Villanova University.I went onto earn an MBA through study at Monmouth University and WHU – Otto Beisheim School of Management. I also received a Master of Science in Financial Engineering from Stevens Institute of Technology.