Kevin Kolson
Family Wealth Leadership · Irvine, California
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.
Request an introduction to Kevin →
Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Family Wealth Leadership |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.6M across 226 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 2415841 |
| Exams passed | Series 63 (2005) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.familywealthleadership.com |
| Profile |
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
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.
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
- Family Wealth Leadership 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.
See something wrong? Request a correction. Read our methodology.