Kevin Erwert
Aletheian Wealth Advisors · Bellevue, Washington
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Aletheian Wealth Advisors |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $412.5M across 546 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 6005801 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.aletheianadvisors.com |
How Kevin's firm compares
- Aletheian Wealth Advisors's average account is about $756,000, from its Form ADV (assets managed divided by 546 accounts).
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Questions about Kevin
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.
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
- Aletheian Wealth Advisors 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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