# Kevin Kolson

> Kevin Kolson is a fee-only financial advisor at Family Wealth Leadership in Irvine, California, who holds the CFP credential. Kevin focuses on family wealth transfer, estate & legacy planning and retirement planning. Family Wealth Leadership reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-kolson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Family Wealth Leadership
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $51.6M across 226 accounts
- **Credentials:** CFP
- **Specialties:** Family wealth transfer, Estate & legacy planning, Retirement planning, Small business owners, Founders (pre-exit)
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 2415841 (https://adviserinfo.sec.gov/individual/summary/2415841)
- **SEC registration:** Investment adviser representative in AZ, CA, TX
- **Exams passed:** Series 63 (2005), Series 65 (2005)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.familywealthleadership.com

## Frequently asked questions

### Is Kevin Kolson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Family Wealth Leadership 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, Family Wealth Leadership, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kevin Kolson based?

Kevin Kolson is based in Irvine, California.

### What does Kevin specialize in?

Kevin's specialties include family wealth transfer, estate & legacy planning, retirement planning, small business owners and founders (pre-exit). Kevin works with multi-generational families and ultra high net worth.

### What credentials does Kevin Kolson hold?

Kevin Kolson holds the CFP credential.

### Is Kevin Kolson registered with the SEC?

Yes. Kevin Kolson is registered as an investment adviser representative in AZ, CA and TX (CRD 2415841), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Family Wealth Leadership manage?

Family Wealth Leadership reports $51.6M across 226 accounts in assets under management.

### How do I contact Kevin Kolson?

Through Kevin's website, www.familywealthleadership.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2415841): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://familywealthleadership.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.