Kevin Jarcho
Warner Financial · Bethesda, Maryland
Kevin Jarcho is a fee-only financial advisor at Warner Financial in Bethesda, Maryland, who holds the CFP credential. Warner Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Warner Financial |
|---|---|
| Based in | Bethesda, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $851.8M across 747 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX · CRD 7443748 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.warner-financial.com |
How Kevin's firm compares
- Warner Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 747 accounts).
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Questions about Kevin
Is Kevin Jarcho a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Warner Financial 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, Warner Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Jarcho based?
Kevin Jarcho is based in Bethesda, Maryland.
What credentials does Kevin Jarcho hold?
Kevin Jarcho holds the CFP credential.
Is Kevin Jarcho registered with the SEC?
Yes. Kevin Jarcho is registered as an investment adviser representative in MD and TX (CRD 7443748), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Warner Financial manage?
Warner Financial reports $851.8M across 747 accounts in assets under management.
How do I contact Kevin Jarcho?
Through Kevin's website, www.warner-financial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bethesda
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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