Kevin Massey
Chaney Capital Management · Lynnwood, Washington
Kevin Massey is a fee-only financial advisor at Chaney Capital Management in Lynnwood, Washington. Kevin focuses on estate & legacy planning. Chaney Capital Management reports charging a percentage of assets on its Form ADV.
Request an introduction to Kevin →
Specialties
Facts
| Firm | Chaney Capital Management |
|---|---|
| Based in | Lynnwood, Washington |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $455.5M across 1,227 accounts |
| SEC registration | Investment adviser representative in WA · CRD 7617696 |
| Exams passed | Series 65 (2023) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.chaneycapital.com |
How Kevin's firm compares
- Chaney Capital Management's average account is about $371,000, from its Form ADV (assets managed divided by 1,227 accounts).
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 Massey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Chaney Capital Management 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, Chaney Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Kevin Massey based?
Kevin Massey is based in Lynnwood, Washington.
What does Kevin specialize in?
Kevin's specialties include estate & legacy planning.
Is Kevin Massey registered with the SEC?
Yes. Kevin Massey is registered as an investment adviser representative in WA (CRD 7617696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Chaney Capital Management manage?
Chaney Capital Management reports $455.5M across 1,227 accounts in assets under management.
How do I contact Kevin Massey?
Through Kevin's website, www.chaneycapital.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
- Chaney Capital Management 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.