Kevin Cress
Nesteggs · Soutlake, Texas
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.
Request an introduction to Kevin →
Facts
| Firm | Nesteggs |
|---|---|
| Based in | Soutlake, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $911.3M across 759 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, TX · CRD 2391628 |
| Exams passed | Series 63 (2000) · Series 65 (2003) |
| 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).
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
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.
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.
See something wrong? Request a correction. Read our methodology.