Kevin Caldwell
Islands East Advisors · Chester, Maryland
Kevin Caldwell is a fee-only financial advisor at Islands East Advisors in Chester, Maryland. Kevin charges a flat fee or retainer, hourly fees, a percentage of assets and an ongoing planning fee (ongoing planning from $1,800 a year and $200 an hour) and focuses on small business owners, retirement planning and flat-fee planning.
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Specialties
Who they serve
- Founders
- Retirees
Facts
| Firm | Islands East Advisors |
|---|---|
| Based in | Chester, Maryland |
| Fee model | Flat fee or retainer · Hourly · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $1,800 a year · $200 an hour · 0.8% a year on the first tier of assets managed · Typically works with clients with $750,000 or more |
| Accepting new clients | Yes |
| Assets under management | $3.1M across 36 accounts |
| SEC registration | Investment adviser representative in MD, PA · CRD 7784021 |
| Exams passed | Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.islandseast.com |
| Profile |
How Kevin's firm compares
- Ongoing planning starts at $1,800 a year, below the Maryland median of $3,800 for fee-only firms that publish prices.
- The hourly rate is $200, below the Maryland median of $300 for fee-only firms that publish prices.
- Islands East Advisors's average account is about $86,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Kevin
Is Kevin Caldwell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Islands East 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, hourly fees, a percentage of assets and an ongoing planning fee.
How much does Kevin charge?
According to Islands East Advisors's website, checked October 30, 2026: ongoing planning from $1,800 a year; $200 an hour; 0.8% a year on the first tier of assets managed; typically works with clients with $750,000 or more.
Where is Kevin Caldwell based?
Kevin Caldwell is based in Chester, Maryland.
What does Kevin specialize in?
Kevin's specialties include small business owners, retirement planning and flat-fee planning. Kevin works with founders and retirees.
Is Kevin Caldwell registered with the SEC?
Yes. Kevin Caldwell is registered as an investment adviser representative in MD and PA (CRD 7784021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Islands East Advisors manage?
Islands East Advisors reports $3.1M across 36 accounts in assets under management.
How do I contact Kevin Caldwell?
Through Kevin's website, www.islandseast.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
- Islands East 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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