Kevin Lum
Foundry Financial · Pasadena, California
Kevin Lum is a fee-only financial advisor at Foundry Financial in Pasadena, California, who holds the CFP credential. Foundry Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Foundry Financial |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $232.6M across 626 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 7054281 |
| Exams passed | Series 65 (2018) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | retirementplanning.mykajabi.com |
| Profile |
How Kevin's firm compares
- Foundry Financial's average account is about $372,000, from its Form ADV (assets managed divided by 626 accounts).
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Questions about Kevin
Is Kevin Lum a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Foundry 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, Foundry Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Lum based?
Kevin Lum is based in Pasadena, California.
What credentials does Kevin Lum hold?
Kevin Lum holds the CFP credential.
Is Kevin Lum registered with the SEC?
Yes. Kevin Lum is registered as an investment adviser representative in CA, FL and TX (CRD 7054281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Foundry Financial manage?
Foundry Financial reports $232.6M across 626 accounts in assets under management.
How do I contact Kevin Lum?
Through Kevin's website, retirementplanning.mykajabi.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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