Kevin Mishoe
Absher Wealth Management · Chapel Hill, North Carolina
Kevin Mishoe is a fee-only financial advisor at Absher Wealth Management in Chapel Hill, North Carolina, who holds the CFP credential. Kevin focuses on retirement planning, estate & legacy planning and tax planning. Absher Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Absher Wealth Management |
|---|---|
| Based in | Chapel Hill, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.26B across 2,468 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 5437254 |
| Exams passed | Series 63 (2007) · Series 66 (2010) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.absherwealth.com |
How Kevin's firm compares
- Absher Wealth Management's average account is about $511,000, from its Form ADV (assets managed divided by 2,468 accounts).
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Questions about Kevin
Is Kevin Mishoe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Absher Wealth 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, Absher Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Mishoe based?
Kevin Mishoe is based in Chapel Hill, North Carolina.
What does Kevin specialize in?
Kevin's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Kevin Mishoe hold?
Kevin Mishoe holds the CFP credential.
Is Kevin Mishoe registered with the SEC?
Yes. Kevin Mishoe is registered as an investment adviser representative in NC (CRD 5437254), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Absher Wealth Management manage?
Absher Wealth Management reports $1.26B across 2,468 accounts in assets under management.
How do I contact Kevin Mishoe?
Through Kevin's website, www.absherwealth.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
- Absher Wealth 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.
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