Kevin Sittner
Sittner & Nelson · Eugene, Oregon
Kevin Sittner is a fee-only financial advisor at Sittner & Nelson in Eugene, Oregon, who holds the CFP and CFA credentials. Sittner & Nelson reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sittner & Nelson |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.05B across 1,506 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in OR, TX · CRD 6720724 |
| Exams passed | Series 66 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | sittnerandnelson.com |
| Profile |
How Kevin's firm compares
- Sittner & Nelson's average account is about $696,000, from its Form ADV (assets managed divided by 1,506 accounts).
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Questions about Kevin
Is Kevin Sittner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Sittner & Nelson 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, Sittner & Nelson, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kevin Sittner based?
Kevin Sittner is based in Eugene, Oregon.
What credentials does Kevin Sittner hold?
Kevin Sittner holds the CFP and CFA credentials.
Is Kevin Sittner registered with the SEC?
Yes. Kevin Sittner is registered as an investment adviser representative in OR and TX (CRD 6720724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sittner & Nelson manage?
Sittner & Nelson reports $1.05B across 1,506 accounts in assets under management.
How do I contact Kevin Sittner?
Through Kevin's website, sittnerandnelson.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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