Kevin Hebson is a registered investment advisor at Kevin Hebson & Company, based in Winnetka, IL, with 46 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee charged for asset management services. Fees are negotiable.
Fee Estimator
Location
1001 Green Bay Road, #229, Winnetka, IL, 60093
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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.
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Kevin is the owner of New Cumnock Consulting Inc., providing tax planning and bookkeeping services since 1991, dedicating about 10-20% of his time. He also operates under the DBA Kevin Hebson & Company.
Employment History
Current Registrations
Kevin Hebson & Company
Previous Registrations
Investors Capital Advisory
Investors Capital CORP.Broker
Fintegra, LLCBroker
Fintegra Financial Solutions
Kevin Hebson & Company
LPL Financial Corporation
LPL Financial CorporationBroker
Dean Witter Reynolds INC.Broker
State Registrations1 state
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.