# Kevin Schwall

> Kevin Schwall is a fee-only financial advisor at Tillman Hartley in Denver, Colorado, who holds the CFA credential. Kevin focuses on estate & legacy planning, tax planning and family wealth transfer. Tillman Hartley reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kevin-schwall/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Tillman Hartley
- **Based in:** Denver, Colorado
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $746.3M across 302 accounts
- **Credentials:** CFA
- **Specialties:** Estate & legacy planning, Tax planning, Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 5606521 (https://adviserinfo.sec.gov/individual/summary/5606521)
- **SEC registration:** Investment adviser representative in CO, FL, TX
- **Exams passed:** Series 65 (2008)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.tillmanhartley.com

## Frequently asked questions

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

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

### Where is Kevin Schwall based?

Kevin Schwall is based in Denver, Colorado.

### What does Kevin specialize in?

Kevin's specialties include estate & legacy planning, tax planning and family wealth transfer. Kevin works with multi-generational families.

### What credentials does Kevin Schwall hold?

Kevin Schwall holds the CFA credential.

### Is Kevin Schwall registered with the SEC?

Yes. Kevin Schwall is registered as an investment adviser representative in CO, FL and TX (CRD 5606521), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tillman Hartley manage?

Tillman Hartley reports $746.3M across 302 accounts in assets under management.

### How do I contact Kevin Schwall?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5606521): 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
- The firm's website (https://www.tillmanhartley.com/): specialties, clients served, and fees, checked October 30, 2026

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