Kevin Lane
Lane Brothers Investment Counsel · Prescott, Arizona
Kevin Lane is a fee-only financial advisor at Lane Brothers Investment Counsel in Prescott, Arizona. Kevin focuses on estate & legacy planning and tax planning. Lane Brothers Investment Counsel reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Lane Brothers Investment Counsel |
|---|---|
| Based in | Prescott, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $240.1M across 979 accounts |
| SEC registration | Investment adviser representative in AZ, TX · CRD 1011052 |
| Exams passed | Series 63 (1982) · Series 65 (1995) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lanebrothers.com |
| Profile |
How Kevin's firm compares
- Lane Brothers Investment Counsel's average account is about $245,000, from its Form ADV (assets managed divided by 979 accounts).
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Questions about Kevin
Is Kevin Lane a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Lane Brothers Investment Counsel 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, Lane Brothers Investment Counsel, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Lane based?
Kevin Lane is based in Prescott, Arizona.
What does Kevin specialize in?
Kevin's specialties include estate & legacy planning and tax planning.
Is Kevin Lane registered with the SEC?
Yes. Kevin Lane is registered as an investment adviser representative in AZ and TX (CRD 1011052), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lane Brothers Investment Counsel manage?
Lane Brothers Investment Counsel reports $240.1M across 979 accounts in assets under management.
How do I contact Kevin Lane?
Through Kevin's website, www.lanebrothers.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
- Lane Brothers Investment Counsel 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.
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