# Kevin Cress

> Kevin Cress is a fee-only financial advisor at Nesteggs in Soutlake, Texas, who holds the CFA credential. Nesteggs reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-cress/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Nesteggs
- **Based in:** Soutlake, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $911.3M across 759 accounts
- **Credentials:** CFA
- **CRD:** 2391628 (https://adviserinfo.sec.gov/individual/summary/2391628)
- **SEC registration:** Investment adviser representative in FL, TX
- **Exams passed:** Series 63 (2000), Series 65 (2003)
- **Firm size:** 29 employees
- **Disclosures:** None reported
- **Website:** https://www.nesteggs401k.com

## Frequently asked questions

### Is Kevin Cress 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 Cress based?

Kevin Cress is based in Soutlake, Texas.

### What credentials does Kevin Cress hold?

Kevin Cress holds the CFA credential.

### Is Kevin Cress registered with the SEC?

Yes. Kevin Cress is registered as an investment adviser representative in FL and TX (CRD 2391628), 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 Cress?

Through Kevin's website, www.nesteggs401k.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2391628): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.