Kevin Reed
Diogenes Financial · Seattle, Washington
Kevin Reed is a fee-only financial advisor at Diogenes Financial in Seattle, Washington. Diogenes Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Diogenes Financial |
|---|---|
| Based in | Seattle, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.6M across 55 accounts |
| SEC registration | Investment adviser representative in HI, WA · CRD 7492843 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.diofin.com |
How Kevin's firm compares
- Diogenes Financial's average account is about $192,000, from its Form ADV (assets managed divided by 55 accounts).
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Questions about Kevin
Is Kevin Reed a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Diogenes Financial 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, Diogenes Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Reed based?
Kevin Reed is based in Seattle, Washington.
Is Kevin Reed registered with the SEC?
Yes. Kevin Reed is registered as an investment adviser representative in HI and WA (CRD 7492843), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diogenes Financial manage?
Diogenes Financial reports $10.6M across 55 accounts in assets under management.
How do I contact Kevin Reed?
Through Kevin's website, www.diofin.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
- 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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