Kevin Leeds
Vision Retirement · Maywood, New Jersey
Kevin Leeds is a fee-only financial advisor at Vision Retirement in Maywood, New Jersey. Kevin charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee (ongoing planning from $895 a year and $295 an hour) and focuses on retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Vision Retirement |
|---|---|
| Based in | Maywood, New Jersey |
| Fee model | Flat fee or retainer · Hourly · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $895 a year · $295 an hour |
| Accepting new clients | Yes |
| Assets under management | $633.7M across 1,965 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 3270436 |
| Exams passed | Series 63 (1999) · Series 66 (2022) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.visionretirement.com |
How Kevin's firm compares
- Ongoing planning starts at $895 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
- The hourly rate is $295, in line with the New Jersey median of $300 for fee-only firms that publish prices.
- Vision Retirement's average account is about $323,000, from its Form ADV (assets managed divided by 1,965 accounts).
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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 Leeds a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Vision Retirement 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 charges a flat fee or retainer, hourly fees, an ongoing planning fee and a one-time planning fee.
How much does Kevin charge?
According to Vision Retirement's website, checked October 30, 2026: ongoing planning from $895 a year; $295 an hour.
Where is Kevin Leeds based?
Kevin Leeds is based in Maywood, New Jersey.
What does Kevin specialize in?
Kevin's specialties include retirement planning and estate & legacy planning. Kevin works with retirees and pre-retirees.
Is Kevin Leeds registered with the SEC?
Yes. Kevin Leeds is registered as an investment adviser representative in NJ (CRD 3270436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Vision Retirement manage?
Vision Retirement reports $633.7M across 1,965 accounts in assets under management.
How do I contact Kevin Leeds?
Through Kevin's website, www.visionretirement.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
- Vision Retirement 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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