Kevin Megargel
Viso Wealth Management LLC · Moorestown, New Jersey
Kevin Megargel is a fee-only financial advisor at Viso Wealth Management LLC in Moorestown, New Jersey, who holds the CFP and CFA credentials. Viso Wealth Management LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Viso Wealth Management LLC |
|---|---|
| Based in | Moorestown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $10.2M across 8 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ · CRD 4993035 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kevin's firm compares
- Viso Wealth Management LLC's average account is about $1.3 million, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Kevin
Is Kevin Megargel a fee-only financial advisor?
Yes. Kevin Megargel is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kevin's firm.
How does Kevin charge for financial advice?
Kevin's firm, Viso Wealth Management LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Megargel based?
Kevin Megargel is based in Moorestown, New Jersey.
What credentials does Kevin Megargel hold?
Kevin Megargel holds the CFP and CFA credentials.
Is Kevin Megargel registered with the SEC?
Yes. Kevin Megargel is registered as an investment adviser representative in NJ (CRD 4993035), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Viso Wealth Management LLC manage?
Viso Wealth Management LLC reports $10.2M across 8 accounts in assets under management.
How do I contact Kevin Megargel?
Contact details aren't on file yet. Search for Viso Wealth Management LLC.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Moorestown
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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