# Kevin Slater

> Kevin Slater is a fee-only financial advisor at Soundview Advisors in Olympia, Washington, who holds the CFP credential. Soundview Advisors reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Soundview Advisors
- **Based in:** Olympia, Washington
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $387.2M across 842 accounts
- **Credentials:** CFP
- **CRD:** 4790152 (https://adviserinfo.sec.gov/individual/summary/4790152)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2004)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** http://www.soundviewadvisors.com

## Frequently asked questions

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

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

### Where is Kevin Slater based?

Kevin Slater is based in Olympia, Washington.

### What credentials does Kevin Slater hold?

Kevin Slater holds the CFP credential.

### Is Kevin Slater registered with the SEC?

Yes. Kevin Slater is registered as an investment adviser representative in WA (CRD 4790152), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Soundview Advisors manage?

Soundview Advisors reports $387.2M across 842 accounts in assets under management.

### How do I contact Kevin Slater?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4790152): 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.