Kevin C Moody

8 Years of Experience

Broker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Onyx Bridge Wealth Group LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

22 advisors

Number of Clients

1,654 clients

Average Client Portfolio

$605K average

Assets Under Management

$1.0B

Fee Structure

Location

1101 Wootton Parkway, Suite 400, Rockville, MD, 20852

Get directions

History

Regulatory History

Clean regulatory record

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.

Other Business Activities

Kevin is a Senior Investment Advisor at Eaglestone Wealth Advisors LLC, spending nearly full-time recommending suitable investment products and services. He also participates in fielding inbound inquiries for 1031 Exchange Solutions Inc., dedicating minimal time to this role.