# Kurt Angstadt

> Kurt Angstadt is a fee-only financial advisor at K Wealth Advisors in Berwyn, Pennsylvania, who holds the CFP credential. K Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kurt-angstadt/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** K Wealth Advisors
- **Based in:** Berwyn, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $36.8M across 94 accounts
- **Credentials:** CFP
- **CRD:** 4726951 (https://adviserinfo.sec.gov/individual/summary/4726951)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 63 (2003), Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Kurt Angstadt a fee-only financial advisor?

Yes. Kurt Angstadt is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kurt's firm.

### How does Kurt charge for financial advice?

Kurt's firm, K Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kurt Angstadt based?

Kurt Angstadt is based in Berwyn, Pennsylvania.

### What credentials does Kurt Angstadt hold?

Kurt Angstadt holds the CFP credential.

### Is Kurt Angstadt registered with the SEC?

Yes. Kurt Angstadt is registered as an investment adviser representative in PA (CRD 4726951), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does K Wealth Advisors manage?

K Wealth Advisors reports $36.8M across 94 accounts in assets under management.

### How do I contact Kurt Angstadt?

Contact details aren't on file yet. Search for K Wealth Advisors.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kurt-angstadt-10842): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

---

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