Kevin Pett is a registered investment advisor at Everspire, based in Abilene, TX, with 1 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, Retirement Planning. Their firm serves 836 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Aegis Wealth Group charges a percentage of your portfolio each year. The fee is calculated monthly based on the average daily balance of your accounts. The amount you pay depends on the total value of all accounts managed by Aegis Wealth in your household. Clients receiving legacy services may pay different fees. Aegis Wealth may recommend wrap fee programs managed by E6 Portfolios.
Location
2449 S Willis St, Ste 106, Abilene, TX, 79605
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin refers business to TomiPlan, a financial planning company, and receives a referral fee, dedicating a few hours per week. He also works full-time as an Executive Assistant at Southtowne Enterprise/Synchrony Wealth Management and about a quarter of his time as a Front Desk Assistant at ExpressER.
Employment History
Current Registrations
Everspire
Mhl InvestmentsBroker
State Registrations1 state
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