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Advisor

Kevin Delaney

KD Wealth Management · Seabrook, New Hampshire

Kevin Delaney is a fee-only financial advisor at KD Wealth Management in Seabrook, New Hampshire. KD Wealth Management reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

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Facts

FirmKD Wealth Management
Based in Seabrook, New Hampshire
Fee model (firm's Form ADV)Percentage of assets
Assets under management$16M across 30 accounts
SEC registration Investment adviser representative in LA, NH · CRD 5327959
Exams passedSeries 63 (2007) · Series 66 (2008)
Firm size1 employee
Disclosures Reported; see the SEC record

How Kevin's firm compares

  • KD Wealth Management's average account is about $533,000, from its Form ADV (assets managed divided by 30 accounts).

What fee-only advisors charge in New Hampshire

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Questions about Kevin

Is Kevin Delaney a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and KD Wealth 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's firm, KD Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

Where is Kevin Delaney based?

Kevin Delaney is based in Seabrook, New Hampshire.

Is Kevin Delaney registered with the SEC?

Yes. Kevin Delaney is registered as an investment adviser representative in LA and NH (CRD 5327959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does KD Wealth Management manage?

KD Wealth Management reports $16M across 30 accounts in assets under management.

How do I contact Kevin Delaney?

Contact details aren't on file yet. Search for KD Wealth Management.

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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