Kevin Burns
Navwell Advisors · Garden City, New York
Kevin Burns is a fee-only financial advisor at Navwell Advisors in Garden City, New York, who holds the CFP credential. Kevin charges a flat fee or retainer, an ongoing planning fee and a percentage of assets (ongoing planning from $3,000 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Facts
| Firm | Navwell Advisors |
|---|---|
| Based in | Garden City, New York |
| Fee model | Flat fee or retainer · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $3,000 a year · 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $7.9M across 12 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 4837163 |
| Exams passed | Series 65 (2019) · Series 66 (2004) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.navwelladvisors.com |
| Profile |
How Kevin's firm compares
- Ongoing planning starts at $3,000 a year, below the New York median of $3,600 for fee-only firms that publish prices.
- Navwell Advisors's average account is about $662,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Kevin
Is Kevin Burns a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Navwell Advisors 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 flat fee or retainer, an ongoing planning fee and a percentage of assets.
How much does Kevin charge?
According to Navwell Advisors's website, checked October 30, 2026: ongoing planning from $3,000 a year; 1% a year on the first tier of assets managed.
Does Kevin work with clients virtually?
Yes. Navwell Advisors says on its website that it works with clients remotely.
Where is Kevin Burns based?
Kevin Burns is based in Garden City, New York.
What does Kevin specialize in?
Kevin's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Kevin Burns hold?
Kevin Burns holds the CFP credential.
Is Kevin Burns registered with the SEC?
Yes. Kevin Burns is registered as an investment adviser representative in NY (CRD 4837163), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Navwell Advisors manage?
Navwell Advisors reports $7.9M across 12 accounts in assets under management.
How do I contact Kevin Burns?
Through Kevin's website, www.navwelladvisors.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
- Navwell Advisors 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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