Kevin Estes is a registered investment advisor at Scaled Finance LLC, based in Renton, WA, with 3 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, High Net Worth, and 5 more.
Compensation
Firm Size
IM Fee
Fee Structure
Scaled Finance offers project-based financial planning services on an hourly basis. The hourly rate is $250, and the final fee will be agreed upon in the advisory contract. Clients are responsible for implementing the financial plan.
Contact
Kevin Estes
Location
Renton, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Scaled Finance LLC
State Registrations2 states
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Exams
Additional Information
Kevin holds a bachelor's degree in Economics and Political Science from UCLA as well as an MBA from the University of Notre Dame. Kevin obtained the CFP® designation in 2024. He founded Scaled Finance, LLC in 2022 as a fully virtual practice.