# Kevin Erwert

> Kevin Erwert is a fee-only financial advisor at Aletheian Wealth Advisors in Bellevue, Washington, who holds the CFP credential. Kevin focuses on estate & legacy planning and family wealth transfer. Aletheian Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Aletheian Wealth Advisors
- **Based in:** Bellevue, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $412.5M across 546 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 6005801 (https://adviserinfo.sec.gov/individual/summary/6005801)
- **SEC registration:** Investment adviser representative in TX, WA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.aletheianadvisors.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Aletheian Wealth Advisors 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, Aletheian Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kevin Erwert based?

Kevin Erwert is based in Bellevue, Washington.

### What does Kevin specialize in?

Kevin's specialties include estate & legacy planning and family wealth transfer. Kevin works with multi-generational families.

### What credentials does Kevin Erwert hold?

Kevin Erwert holds the CFP credential.

### Is Kevin Erwert registered with the SEC?

Yes. Kevin Erwert is registered as an investment adviser representative in TX and WA (CRD 6005801), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aletheian Wealth Advisors manage?

Aletheian Wealth Advisors reports $412.5M across 546 accounts in assets under management.

### How do I contact Kevin Erwert?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6005801): 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.aletheianadvisors.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.