Kevin Margolis
Sfmg Wealth Advisors · Plano, Texas
Kevin Margolis is a fee-only financial advisor at Sfmg Wealth Advisors in Plano, Texas. Sfmg Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Sfmg Wealth Advisors |
|---|---|
| Based in | Plano, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.96B across 4,323 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4490753 |
| Exams passed | Series 66 (2002) |
| Firm size | 39 employees |
| Disclosures | None reported |
| Website | www.sfmg.com |
How Kevin's firm compares
- Sfmg Wealth Advisors's average account is about $684,000, from its Form ADV (assets managed divided by 4,323 accounts).
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Questions about Kevin
Is Kevin Margolis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Sfmg Wealth Advisors 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, Sfmg Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Margolis based?
Kevin Margolis is based in Plano, Texas.
Is Kevin Margolis registered with the SEC?
Yes. Kevin Margolis is registered as an investment adviser representative in TX (CRD 4490753), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sfmg Wealth Advisors manage?
Sfmg Wealth Advisors reports $2.96B across 4,323 accounts in assets under management.
How do I contact Kevin Margolis?
Through Kevin's website, www.sfmg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
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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