Kevin Nelson
Corus Family Wealth Advisors · Mckinney, Texas
Kevin Nelson is a fee-only financial advisor at Corus Family Wealth Advisors in Mckinney, Texas, who holds the CFP credential. Kevin focuses on estate & legacy planning, family wealth transfer and founders (pre-exit). Corus Family Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Corus Family Wealth Advisors |
|---|---|
| Based in | Mckinney, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $619.5M across 700 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5275778 |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | coruswealth.com |
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Questions about Kevin
Is Kevin Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Corus Family Wealth Advisors 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, Corus Family Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Nelson based?
Kevin Nelson is based in Mckinney, Texas.
What does Kevin specialize in?
Kevin's specialties include estate & legacy planning, family wealth transfer, founders (pre-exit) and tax planning. Kevin works with founders, ultra high net worth and multi-generational families.
What credentials does Kevin Nelson hold?
Kevin Nelson holds the CFP credential.
Is Kevin Nelson registered with the SEC?
Yes. Kevin Nelson is registered as an investment adviser representative in TX (CRD 5275778), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Corus Family Wealth Advisors manage?
Corus Family Wealth Advisors reports $619.5M across 700 accounts in assets under management.
How do I contact Kevin Nelson?
Through Kevin's website, coruswealth.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
- Corus Family Wealth Advisors 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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