Kevin Zywna
Wealthway Financial Advisors · Norfolk, Virginia
Kevin Zywna is a fee-only financial advisor at Wealthway Financial Advisors in Norfolk, Virginia, who holds the CFP credential. Kevin charges a percentage of assets and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Wealthway Financial Advisors |
|---|---|
| Based in | Norfolk, Virginia |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $245.6M across 552 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, VA · CRD 2965258 |
| Exams passed | Series 65 (1997) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.wealthwayadvisors.com |
| Profile |
How Kevin's firm compares
- Wealthway Financial Advisors's average account is about $445,000, from its Form ADV (assets managed divided by 552 accounts).
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Questions about Kevin
Is Kevin Zywna a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Wealthway 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 charges a percentage of assets.
Where is Kevin Zywna based?
Kevin Zywna is based in Norfolk, Virginia.
What does Kevin specialize in?
Kevin's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Kevin Zywna hold?
Kevin Zywna holds the CFP credential.
Is Kevin Zywna registered with the SEC?
Yes. Kevin Zywna is registered as an investment adviser representative in NC and VA (CRD 2965258), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthway Financial Advisors manage?
Wealthway Financial Advisors reports $245.6M across 552 accounts in assets under management.
How do I contact Kevin Zywna?
Through Kevin's website, www.wealthwayadvisors.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
- Wealthway Financial Advisors 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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