# Kevin DeAngelis

> Kevin DeAngelis is a fee-only financial advisor at Breakwater Investment Management in Seattle, Washington, who holds the CFP credential. Kevin charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/kevin-deangelis/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Breakwater Investment Management
- **Based in:** Seattle, Washington
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $302.7M across 572 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 6513156 (https://adviserinfo.sec.gov/individual/summary/6513156)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 66 (2018)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.breakwater.com/

## Frequently asked questions

### Is Kevin DeAngelis a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Breakwater Investment Management 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 percentage of assets.

### How much does Kevin charge?

According to Breakwater Investment Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Kevin DeAngelis based?

Kevin DeAngelis is based in Seattle, Washington.

### What does Kevin specialize in?

Kevin's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Kevin DeAngelis hold?

Kevin DeAngelis holds the CFP credential.

### Is Kevin DeAngelis registered with the SEC?

Yes. Kevin DeAngelis is registered as an investment adviser representative in WA (CRD 6513156), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Breakwater Investment Management manage?

Breakwater Investment Management reports $302.7M across 572 accounts in assets under management.

### How do I contact Kevin DeAngelis?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6513156): 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
- The firm's website (https://www.breakwater.com/): specialties, clients served, and fees, checked October 30, 2026

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