Kevin Swanson
Potentia Wealth · San Jose, California
Kevin Swanson is a fee-only financial advisor at Potentia Wealth in San Jose, California, who holds the CFP credential. Kevin focuses on family wealth transfer. Potentia Wealth 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 | Potentia Wealth |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $569.1M across 1,253 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4723624 |
| Exams passed | Series 65 (2006) · Series 66 (2003) |
| Firm size | 16 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.potentiawealth.com |
| Profile |
How Kevin's firm compares
- Potentia Wealth's average account is about $454,000, from its Form ADV (assets managed divided by 1,253 accounts).
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Questions about Kevin
Is Kevin Swanson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Potentia Wealth 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, Potentia Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Swanson based?
Kevin Swanson is based in San Jose, California.
What does Kevin specialize in?
Kevin's specialties include family wealth transfer. Kevin works with multi-generational families.
What credentials does Kevin Swanson hold?
Kevin Swanson holds the CFP credential.
Is Kevin Swanson registered with the SEC?
Yes. Kevin Swanson is registered as an investment adviser representative in CA and TX (CRD 4723624), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Potentia Wealth manage?
Potentia Wealth reports $569.1M across 1,253 accounts in assets under management.
How do I contact Kevin Swanson?
Through Kevin's website, www.potentiawealth.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
- Potentia Wealth 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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