Kevin McNab
ACE Wealth Partners · Westminster, Colorado
Kevin McNab is a fee-only financial advisor at ACE Wealth Partners in Westminster, Colorado, who holds the CFP and ChFC credentials. Kevin focuses on small business owners. ACE Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Physicians
Facts
| Firm | ACE Wealth Partners |
|---|---|
| Based in | Westminster, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $79.1M across 303 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in CO, TX · CRD 3004598 |
| Exams passed | Series 63 (1998) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.acewealthpartners.com |
| Profile |
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Questions about Kevin
Is Kevin McNab a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and ACE Wealth 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, ACE Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin McNab based?
Kevin McNab is based in Westminster, Colorado.
What does Kevin specialize in?
Kevin's specialties include small business owners. Kevin works with founders and physicians.
What credentials does Kevin McNab hold?
Kevin McNab holds the CFP and ChFC credentials.
Is Kevin McNab registered with the SEC?
Yes. Kevin McNab is registered as an investment adviser representative in CO and TX (CRD 3004598), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does ACE Wealth Partners manage?
ACE Wealth Partners reports $79.1M across 303 accounts in assets under management.
How do I contact Kevin McNab?
Through Kevin's website, www.acewealthpartners.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
- ACE Wealth 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.
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