Kevin Haggerty
Evolution Vision Wealth Management · Phoenix, Arizona
Kevin Haggerty is a fee-only financial advisor at Evolution Vision Wealth Management in Phoenix, Arizona. Evolution Vision Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Evolution Vision Wealth Management |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $65.4M across 223 accounts |
| SEC registration | Investment adviser representative in AZ, CA, CO, TX · CRD 6253879 |
| Exams passed | Series 63 (2014) · Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.evolutionvisionwm.com |
How Kevin's firm compares
- Evolution Vision Wealth Management's average account is about $293,000, from its Form ADV (assets managed divided by 223 accounts).
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Questions about Kevin
Is Kevin Haggerty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Evolution Vision 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, Evolution Vision Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Haggerty based?
Kevin Haggerty is based in Phoenix, Arizona.
Is Kevin Haggerty registered with the SEC?
Yes. Kevin Haggerty is registered as an investment adviser representative in AZ, CA, CO and TX (CRD 6253879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Evolution Vision Wealth Management manage?
Evolution Vision Wealth Management reports $65.4M across 223 accounts in assets under management.
How do I contact Kevin Haggerty?
Through Kevin's website, www.evolutionvisionwm.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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