Kevin Manning
Stone Pine Financial Partners · Media, Pennsylvania
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.
Request an introduction to Kevin →
Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $256.8M across 689 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 4642522 |
| Exams passed | Series 66 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.stonepinefinancial.com |
| Profile |
Request an introduction to Kevin
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 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.
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
- Stone Pine Financial Partners 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.
See something wrong? Request a correction. Read our methodology.