Kevin Gray
Lodestar Asset Management · Alamo, California
Kevin Gray is a fee-only financial advisor at Lodestar Asset Management in Alamo, California, who holds the CFP credential. Kevin charges a percentage of assets, hourly fees and a one-time planning fee (one-time plans from $4,000 and $500 an hour).
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Who they serve
- Founders
- Executives
Facts
| Firm | Lodestar Asset Management |
|---|---|
| Based in | Alamo, California |
| Fee model | Percentage of assets · Hourly · One-time planning fee |
| Fees (firm's website) | One-time plans from $4,000 · $500 an hour · 0.95% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Assets under management | $1.34B across 1,921 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2176604 |
| Exams passed | Series 63 (1991) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.lodestarpam.com |
| Profile |
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Questions about Kevin
Is Kevin Gray a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Lodestar Asset 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 charges a percentage of assets, hourly fees and a one-time planning fee.
How much does Kevin charge?
According to Lodestar Asset Management's website, checked October 30, 2026: one-time plans from $4,000; $500 an hour; 0.95% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Where is Kevin Gray based?
Kevin Gray is based in Alamo, California.
What credentials does Kevin Gray hold?
Kevin Gray holds the CFP credential.
Is Kevin Gray registered with the SEC?
Yes. Kevin Gray is registered as an investment adviser representative in CA (CRD 2176604), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lodestar Asset Management manage?
Lodestar Asset Management reports $1.34B across 1,921 accounts in assets under management.
How do I contact Kevin Gray?
Through Kevin's website, www.lodestarpam.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
- Lodestar Asset Management 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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