Kevin Cheezum
Nesteggs · Jacksonville, Florida
Kevin Cheezum is a fee-only financial advisor at Nesteggs in Jacksonville, Florida. Nesteggs reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Nesteggs |
|---|---|
| Based in | Jacksonville, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $911.3M across 759 accounts |
| SEC registration | Investment adviser representative in FL · CRD 4736471 |
| Exams passed | Series 66 (2004) |
| Firm size | 29 employees |
| Disclosures | None reported |
| Website | www.nesteggs401k.com |
| Profile |
How Kevin's firm compares
- Nesteggs's average account is about $1.2 million, from its Form ADV (assets managed divided by 759 accounts).
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Questions about Kevin
Is Kevin Cheezum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Nesteggs 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, Nesteggs, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Cheezum based?
Kevin Cheezum is based in Jacksonville, Florida.
Is Kevin Cheezum registered with the SEC?
Yes. Kevin Cheezum is registered as an investment adviser representative in FL (CRD 4736471), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Nesteggs manage?
Nesteggs reports $911.3M across 759 accounts in assets under management.
How do I contact Kevin Cheezum?
Through Kevin's website, www.nesteggs401k.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
- 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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