Kevin Wrenn
Ballast Financial Advisors · Annapolis, Maryland
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.
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Facts
| Firm | Ballast Financial Advisors |
|---|---|
| Based in | Annapolis, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $342.6M across 1,573 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, TX, VA · CRD 6474719 |
| Exams passed | Series 65 (2015) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.anchorcap.net |
How Kevin's firm compares
- Ballast Financial Advisors's average account is about $218,000, from its Form ADV (assets managed divided by 1,573 accounts).
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Questions about Kevin
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.
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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