Kevin Schwall
Tillman Hartley · Denver, Colorado
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.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Tillman Hartley |
|---|---|
| Based in | Denver, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $746.3M across 302 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CO, FL, TX · CRD 5606521 |
| Exams passed | Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.tillmanhartley.com |
| Profile |
How Kevin's firm compares
- Tillman Hartley's average account is about $2.5 million, from its Form ADV (assets managed divided by 302 accounts).
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Questions about Kevin
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.
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
- Tillman Hartley 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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