Kevin McPeek
Journey Wealth · Cleveland, Ohio
Kevin McPeek is a fee-only financial advisor at Journey Wealth in Cleveland, Ohio, who holds the CFP credential. Kevin focuses on tax planning, estate & legacy planning and small business owners. Journey Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Retirees
- Ultra high net worth
Facts
| Firm | Journey Wealth |
|---|---|
| Based in | Cleveland, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.39B across 879 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 6639426 |
| Exams passed | Series 65 (2016) |
| Firm size | 27 employees |
| Disclosures | None reported |
| Website | www.fsmwealthadvisors.com |
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Questions about Kevin
Is Kevin McPeek a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Journey Wealth 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, Journey Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin McPeek based?
Kevin McPeek is based in Cleveland, Ohio.
What does Kevin specialize in?
Kevin's specialties include tax planning, estate & legacy planning, small business owners and founders (pre-exit). Kevin works with executives, retirees and ultra high net worth.
What credentials does Kevin McPeek hold?
Kevin McPeek holds the CFP credential.
Is Kevin McPeek registered with the SEC?
Yes. Kevin McPeek is registered as an investment adviser representative in OH (CRD 6639426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Journey Wealth manage?
Journey Wealth reports $1.39B across 879 accounts in assets under management.
How do I contact Kevin McPeek?
Through Kevin's website, www.fsmwealthadvisors.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
- Journey Wealth 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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