Kevin Londergan
BayRock Financial · Friendswood, Texas
Kevin Londergan is a fee-only financial advisor at BayRock Financial in Friendswood, Texas. Kevin focuses on small business owners, founders (pre-exit) and tax planning. BayRock Financial reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | BayRock Financial |
|---|---|
| Based in | Friendswood, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $61.0M across 259 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2954982 |
| Exams passed | Series 63 (1997) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | bayrockfinancial.com |
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Questions about Kevin
Is Kevin Londergan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and BayRock Financial 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, BayRock Financial, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kevin Londergan based?
Kevin Londergan is based in Friendswood, Texas.
What does Kevin specialize in?
Kevin's specialties include small business owners, founders (pre-exit), tax planning, retirement planning and estate & legacy planning. Kevin works with founders.
Is Kevin Londergan registered with the SEC?
Yes. Kevin Londergan is registered as an investment adviser representative in TX (CRD 2954982), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BayRock Financial manage?
BayRock Financial reports $61.0M across 259 accounts in assets under management.
How do I contact Kevin Londergan?
Through Kevin's website, bayrockfinancial.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
- BayRock Financial 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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