Kevin Lake
Common Cents Planning · Glen Mills, Pennsylvania
Kevin Lake is a fee-only financial advisor at Common Cents Planning in Glen Mills, Pennsylvania, who holds the CFP credential. Common Cents Planning reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Common Cents Planning |
|---|---|
| Based in | Glen Mills, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $542.4M across 1,431 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6249118 |
| Exams passed | Series 63 (2013) · Series 65 (2021) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.commoncentsplanning.com |
| Profile |
How Kevin's firm compares
- Common Cents Planning's average account is about $379,000, from its Form ADV (assets managed divided by 1,431 accounts).
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Questions about Kevin
Is Kevin Lake a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Common Cents Planning 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, Common Cents Planning, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Lake based?
Kevin Lake is based in Glen Mills, Pennsylvania.
What credentials does Kevin Lake hold?
Kevin Lake holds the CFP credential.
Is Kevin Lake registered with the SEC?
Yes. Kevin Lake is registered as an investment adviser representative in PA (CRD 6249118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Common Cents Planning manage?
Common Cents Planning reports $542.4M across 1,431 accounts in assets under management.
How do I contact Kevin Lake?
Through Kevin's website, www.commoncentsplanning.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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