Kurt Angstadt
K Wealth Advisors · Berwyn, Pennsylvania
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.
Request an introduction to Kurt →
Facts
| Firm | K Wealth Advisors |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $36.8M across 94 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 4726951 |
| Exams passed | Series 63 (2003) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Kurt's firm compares
- K Wealth Advisors's average account is about $392,000, from its Form ADV (assets managed divided by 94 accounts).
Request an introduction to Kurt
Tell Kurt a little about what you're looking for. Kurt isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kurt
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.