Kevin Blocker
Linkside Financial · Charlotte, North Carolina
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.
Request an introduction to Kevin →
Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Physicians
- High earners
- Multi-generational families
- Retirees
- Early-career professionals
Facts
| Firm | Linkside Financial |
|---|---|
| Based in | Charlotte, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $10.1M across 14 accounts |
| SEC registration | Investment adviser representative in FL, NC, SC · CRD 4486392 |
| Exams passed | Series 63 (2022) · Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.linksidefinancial.com |
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Linkside Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.