# Kevin Blocker

> Kevin Blocker is a fee-only financial advisor at Linkside Financial in Charlotte, North Carolina. Kevin focuses on retirement planning, estate & legacy planning and tax planning. Linkside Financial reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-blocker/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Linkside Financial
- **Based in:** Charlotte, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $10.1M across 14 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Equity compensation, Family wealth transfer
- **Works with:** Founders, Executives, Tech employees, Physicians, High earners, Multi-generational families, Retirees, Early-career professionals
- **CRD:** 4486392 (https://adviserinfo.sec.gov/individual/summary/4486392)
- **SEC registration:** Investment adviser representative in FL, NC, SC
- **Exams passed:** Series 63 (2022), Series 65 (2025)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.linksidefinancial.com/

## Frequently asked questions

### Is Kevin Blocker a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Linkside Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kevin charge for financial advice?

Kevin's firm, Linkside Financial, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kevin Blocker based?

Kevin Blocker is based in Charlotte, North Carolina.

### What does Kevin specialize in?

Kevin's specialties include retirement planning, estate & legacy planning, tax planning, equity compensation and family wealth transfer. Kevin works with founders, executives, tech employees, physicians and high earners.

### Is Kevin Blocker registered with the SEC?

Yes. Kevin Blocker is registered as an investment adviser representative in FL, NC and SC (CRD 4486392), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Linkside Financial manage?

Linkside Financial reports $10.1M across 14 accounts in assets under management.

### How do I contact Kevin Blocker?

Through Kevin's website, www.linksidefinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4486392): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://linksidefinancial.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.