Kevin DeAngelis
Breakwater Investment Management · Seattle, Washington
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.
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Specialties
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 |
| Assets under management | $302.7M across 572 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WA · CRD 6513156 |
| Exams passed | Series 66 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.breakwater.com |
How Kevin's firm compares
- Breakwater Investment Management's average account is about $529,000, from its Form ADV (assets managed divided by 572 accounts).
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Questions about Kevin
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.
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
- Breakwater Investment Management 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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