# Kevin Root

> Kevin Root is a fee-only financial advisor at Oak Root in Santa Barbara, California. Oak Root reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-root/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Oak Root
- **Based in:** Santa Barbara, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $920M across 103 accounts
- **CRD:** 5553574 (https://adviserinfo.sec.gov/individual/summary/5553574)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (2009), Series 66 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.oakrootllc.com/

## Frequently asked questions

### Is Kevin Root a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Oak Root 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, Oak Root, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kevin Root based?

Kevin Root is based in Santa Barbara, California.

### Is Kevin Root registered with the SEC?

Yes. Kevin Root is registered as an investment adviser representative in CA (CRD 5553574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Oak Root manage?

Oak Root reports $920M across 103 accounts in assets under management.

### How do I contact Kevin Root?

Through Kevin's website, www.oakrootllc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5553574): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.