# Kevin Worms-Lynch

> Kevin Worms-Lynch is a fee-only financial advisor at Punch & Associates in Edina, Minnesota. Punch & Associates reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.

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

## Facts

- **Firm:** Punch & Associates
- **Based in:** Edina, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees; Performance-based fees
- **Assets under management (firm):** $2.03B across 559 accounts
- **Works with:** Ultra high net worth
- **CRD:** 6288373 (https://adviserinfo.sec.gov/individual/summary/6288373)
- **SEC registration:** Investment adviser representative in MN
- **Firm size:** 34 employees
- **Disclosures:** None reported
- **Website:** http://punchinvest.com/

## Frequently asked questions

### Is Kevin Worms-Lynch a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Punch & Associates 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, Punch & Associates, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.

### Where is Kevin Worms-Lynch based?

Kevin Worms-Lynch is based in Edina, Minnesota.

### Is Kevin Worms-Lynch registered with the SEC?

Yes. Kevin Worms-Lynch is registered as an investment adviser representative in MN (CRD 6288373), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Punch & Associates manage?

Punch & Associates reports $2.03B across 559 accounts in assets under management.

### How do I contact Kevin Worms-Lynch?

Through Kevin's website, punchinvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6288373): 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://punchinvest.com/): specialties, clients served, and fees, checked October 30, 2026

---

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