Kevin Boyd
KMB Wealth Management · Bloomington, Minnesota
Kevin Boyd is a fee-only financial advisor at KMB Wealth Management in Bloomington, Minnesota. Kevin charges a percentage of assets.
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Who they serve
- High earners
Facts
| Firm | KMB Wealth Management |
|---|---|
| Based in | Bloomington, Minnesota |
| Fee model | Percentage of assets |
| Assets under management | $5.4M across 35 accounts |
| SEC registration | Investment adviser representative in MN · CRD 5521170 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kmbwealth.com |
| Profile |
How Kevin's firm compares
- KMB Wealth Management's average account is about $153,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Kevin
Is Kevin Boyd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and KMB Wealth Management 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 charges a percentage of assets.
Where is Kevin Boyd based?
Kevin Boyd is based in Bloomington, Minnesota.
Is Kevin Boyd registered with the SEC?
Yes. Kevin Boyd is registered as an investment adviser representative in MN (CRD 5521170), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KMB Wealth Management manage?
KMB Wealth Management reports $5.4M across 35 accounts in assets under management.
How do I contact Kevin Boyd?
Through Kevin's website, kmbwealth.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
- KMB Wealth Management 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.
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