Kevin Frette
Custom Wealth Planners · Ankeny, Iowa
Kevin Frette is a fee-only financial advisor at Custom Wealth Planners in Ankeny, Iowa. Custom Wealth Planners reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Custom Wealth Planners |
|---|---|
| Based in | Ankeny, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $102.4M across 349 accounts |
| SEC registration | Investment adviser representative in IA · CRD 5904204 |
| Exams passed | Series 66 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.customwealthplanners.com |
How Kevin's firm compares
- Custom Wealth Planners's average account is about $293,000, from its Form ADV (assets managed divided by 349 accounts).
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Questions about Kevin
Is Kevin Frette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Custom Wealth Planners 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, Custom Wealth Planners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Frette based?
Kevin Frette is based in Ankeny, Iowa.
Is Kevin Frette registered with the SEC?
Yes. Kevin Frette is registered as an investment adviser representative in IA (CRD 5904204), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Custom Wealth Planners manage?
Custom Wealth Planners reports $102.4M across 349 accounts in assets under management.
How do I contact Kevin Frette?
Through Kevin's website, www.customwealthplanners.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
- 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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