# Kevin Malone

> Kevin Malone is a fee-only financial advisor at Malone Wealth Ventures in Boise, Idaho. Kevin focuses on retirement with concentrated positions. Malone Wealth Ventures reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-malone/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Malone Wealth Ventures
- **Based in:** Boise, Idaho
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** a $500,000 asset minimum
- **Assets under management (firm):** $42.0M across 112 accounts
- **Specialties:** Retirement with concentrated positions
- **CRD:** 6443764 (https://adviserinfo.sec.gov/individual/summary/6443764)
- **SEC registration:** Investment adviser representative in ID, TX
- **Exams passed:** Series 66 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.malonewealth.com/

## Frequently asked questions

### Is Kevin Malone a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Malone Wealth Ventures 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, Malone Wealth Ventures, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Kevin charge?

According to Malone Wealth Ventures's website, checked October 30, 2026: a $500,000 asset minimum.

### Where is Kevin Malone based?

Kevin Malone is based in Boise, Idaho.

### What does Kevin specialize in?

Kevin's specialties include retirement with concentrated positions.

### Is Kevin Malone registered with the SEC?

Yes. Kevin Malone is registered as an investment adviser representative in ID and TX (CRD 6443764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Malone Wealth Ventures manage?

Malone Wealth Ventures reports $42.0M across 112 accounts in assets under management.

### How do I contact Kevin Malone?

Through Kevin's website, www.malonewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6443764): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.malonewealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.