# Kevin Wrenn

> Kevin Wrenn is a fee-only financial advisor at Ballast Financial Advisors in Annapolis, Maryland, who holds the CFP credential. Ballast Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Ballast Financial Advisors
- **Based in:** Annapolis, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $342.6M across 1,573 accounts
- **Credentials:** CFP
- **CRD:** 6474719 (https://adviserinfo.sec.gov/individual/summary/6474719)
- **SEC registration:** Investment adviser representative in MD, TX, VA
- **Exams passed:** Series 65 (2015)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** https://www.anchorcap.net/

## Frequently asked questions

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

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

### Where is Kevin Wrenn based?

Kevin Wrenn is based in Annapolis, Maryland.

### What credentials does Kevin Wrenn hold?

Kevin Wrenn holds the CFP credential.

### Is Kevin Wrenn registered with the SEC?

Yes. Kevin Wrenn is registered as an investment adviser representative in MD, TX and VA (CRD 6474719), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Ballast Financial Advisors manage?

Ballast Financial Advisors reports $342.6M across 1,573 accounts in assets under management.

### How do I contact Kevin Wrenn?

Through Kevin's website, www.anchorcap.net.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6474719): 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.