Kevin Pira
Pira Wealth Management · Coralville, Iowa
Kevin Pira is a fee-only financial advisor at Pira Wealth Management in Coralville, Iowa, who holds the CFP credential. Kevin focuses on retirement planning, estate & legacy planning and tax planning. Pira Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Pira Wealth Management |
|---|---|
| Based in | Coralville, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $3.5M across 49 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IA · CRD 7317639 |
| Exams passed | Series 65 (2020) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.pirawealth.com |
| Profile |
How Kevin's firm compares
- Pira Wealth Management's average account is about $71,000, from its Form ADV (assets managed divided by 49 accounts).
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Questions about Kevin
Is Kevin Pira a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Pira 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, Pira Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Pira based?
Kevin Pira is based in Coralville, Iowa.
What does Kevin specialize in?
Kevin's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Kevin Pira hold?
Kevin Pira holds the CFP credential.
Is Kevin Pira registered with the SEC?
Yes. Kevin Pira is registered as an investment adviser representative in IA (CRD 7317639), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pira Wealth Management manage?
Pira Wealth Management reports $3.5M across 49 accounts in assets under management.
How do I contact Kevin Pira?
Through Kevin's website, www.pirawealth.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
- Pira 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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