# Kevin Manning

> Kevin Manning is a fee-only financial advisor at Stone Pine Financial Partners in Media, Pennsylvania, who holds the CFP credential. Kevin focuses on retirement planning, tax planning and estate & legacy planning. Stone Pine Financial Partners reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Stone Pine Financial Partners
- **Based in:** Media, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $1,000,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $256.8M across 689 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees
- **CRD:** 4642522 (https://adviserinfo.sec.gov/individual/summary/4642522)
- **SEC registration:** Investment adviser representative in NJ, PA, TX
- **Exams passed:** Series 66 (2003)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.stonepinefinancial.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Stone Pine Financial Partners 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, Stone Pine Financial Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Kevin charge?

According to Stone Pine Financial Partners's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.

### Where is Kevin Manning based?

Kevin Manning is based in Media, Pennsylvania.

### What does Kevin specialize in?

Kevin's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Kevin works with retirees and pre-retirees.

### What credentials does Kevin Manning hold?

Kevin Manning holds the CFP credential.

### Is Kevin Manning registered with the SEC?

Yes. Kevin Manning is registered as an investment adviser representative in NJ, PA and TX (CRD 4642522), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Stone Pine Financial Partners manage?

Stone Pine Financial Partners reports $256.8M across 689 accounts in assets under management.

### How do I contact Kevin Manning?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4642522): 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://stonepinefinancial.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.