Kevin Estes
Kevin Estes, CFP®, CCFC, MBA is an hourly financial planner who helps tech professionals and their families live great lives.
Scaled Finance, LLC · Bellevue, Washington
Kevin Estes is a fee-only financial advisor at Scaled Finance, LLC in Bellevue, Washington, who holds the CFP and MBA credentials. Kevin charges hourly fees and a one-time planning fee (one-time plans from $5,000 and $250 an hour) and focuses on real estate investors, small business owners and retirement planning.
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Specialties
Who they serve
- HENRY (High Earners, Not Rich Yet)
- High earners
- Executives
- Early-career professionals
- Pre-retirees
- Real estate investors
- Retirees
- Founders
- Multi-generational families
- Tech employees
About
Meet Kevin Estes, a CERTIFIED FINANCIAL PLANNER™ professional and MBA, dedicated to helping tech professionals and their families live great lives. His work at Amazon and T-Mobile gave him an in-depth understanding of tech compensation packages. Recognizing a lack of financial planning services tailored to his colleagues' needs, he founded Scaled Finance, LLC.
Kevin offers hourly, fee-only financial planning services and has a fiduciary commitment to his clients. He's located near Seattle and serves clients nationwide.
His planning specialties include: • Equity compensation • Financial independence • Real estate • Education planning
Kevin is also passionate about financial education. He shares valuable resources and insights he gained over the years through regular articles, media quotes, and an 11-session video course designed to help individuals achieve financial independence.
In his personal life, Kevin enjoys bicycling, sailing, and spending quality time with friends and family in the Seattle area.
Schedule a free, no-obligation consultation today!
Services
- Asset Allocation
- Cash Flow Planning
- Charitable Giving
- College/Education Planning
- Education Planning
- Debt Management
- Executive Compensation
- Family Wealth Transfer
- Financial Advice & Coaching
- Insurance Planning
- Insurance/Risk Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Risk Management
- Social Security Planning
- Stock Option Planning
- Tax Strategy
- Exit Planning
- Estate Planning
- Financial Planning
Facts
| Firm | Scaled Finance, LLC |
|---|---|
| Based in | Bellevue, Washington |
| Fee model | Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · $250 an hour |
| Fees (Advice-Only Network profile) | One-time plans from $3,000 · $250 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | Under $25M |
| Firm founded | 2022 |
| Firm size | 1 employee |
| Credentials | CFP · MBA |
| Investment approach | Passive management |
| SEC registration | Investment adviser representative in TX, WA · CRD 7551280 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | scaledfinance.com |
| Profile |
How Kevin's firm compares
- A one-time plan starts at $5,000, above the Washington median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $250, below the Washington median of $300 for fee-only firms that publish prices.
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Questions about Kevin
Is Kevin Estes a fee-only financial advisor?
Yes. Kevin Estes is listed in the NAPFA directory (NAPFA admits only fee-only advisors), the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin charges hourly fees and a one-time planning fee.
How much does Kevin charge?
According to Scaled Finance, LLC's website, checked October 28, 2026: one-time plans from $5,000; $250 an hour.
Does Kevin work with clients virtually?
Yes. Kevin's Advice-Only Network profile says they meet with clients virtually.
Where is Kevin Estes based?
Kevin Estes is based in Bellevue, Washington.
What does Kevin specialize in?
Kevin's specialties include real estate investors, small business owners, retirement planning, family wealth transfer, equity compensation and pension planning. Kevin works with HENRY (High Earners, Not Rich Yet), high earners, executives, early-career professionals and pre-retirees.
What credentials does Kevin Estes hold?
Kevin Estes holds the CFP and MBA credentials.
Is Kevin Estes registered with the SEC?
Yes. Kevin Estes is registered as an investment adviser representative in TX and WA (CRD 7551280), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Scaled Finance, LLC manage?
Scaled Finance, LLC reports Under $25M in assets under management.
How do I contact Kevin Estes?
Through Kevin's website, scaledfinance.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Advice-Only Network listing : advice-only practices, no product sales
- Scaled Finance, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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