Kevin Groves
Oregon Pacific Wealth Management · Florence, Oregon
Kevin Groves is a fee-only financial advisor at Oregon Pacific Wealth Management in Florence, Oregon, who holds the CFP credential. Oregon Pacific Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Oregon Pacific Wealth Management |
|---|---|
| Based in | Florence, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $156.3M across 530 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, WA · CRD 5714436 |
| Exams passed | Series 63 (2010) · Series 65 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | oregonpacificwealth.com |
How Kevin's firm compares
- Oregon Pacific Wealth Management's average account is about $295,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about Kevin
Is Kevin Groves a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Oregon Pacific Wealth 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's firm, Oregon Pacific Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Groves based?
Kevin Groves is based in Florence, Oregon.
What credentials does Kevin Groves hold?
Kevin Groves holds the CFP credential.
Is Kevin Groves registered with the SEC?
Yes. Kevin Groves is registered as an investment adviser representative in OR and WA (CRD 5714436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Oregon Pacific Wealth Management manage?
Oregon Pacific Wealth Management reports $156.3M across 530 accounts in assets under management.
How do I contact Kevin Groves?
Through Kevin's website, oregonpacificwealth.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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