Peter Kim
Brandywine Oak Private Wealth · Kennett Square, Pennsylvania
Peter Kim is a fee-only financial advisor at Brandywine Oak Private Wealth in Kennett Square, Pennsylvania, who holds the CFA credential. Peter charges a percentage of assets and focuses on equity compensation, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
Facts
| Firm | Brandywine Oak Private Wealth |
|---|---|
| Based in | Kennett Square, Pennsylvania |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $1.57B across 2,836 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in PA, TX · CRD 4924502 |
| Exams passed | Series 65 (2016) · Series 66 (2005) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.brandywineoak.com |
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Questions about Peter
Is Peter Kim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter holds no broker registration, and Brandywine Oak Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Peter charge for financial advice?
Peter charges a percentage of assets.
Where is Peter Kim based?
Peter Kim is based in Kennett Square, Pennsylvania.
What does Peter specialize in?
Peter's specialties include equity compensation, tax planning, estate & legacy planning and family wealth transfer. Peter works with pre-retirees, retirees and executives.
What credentials does Peter Kim hold?
Peter Kim holds the CFA credential.
Is Peter Kim registered with the SEC?
Yes. Peter Kim is registered as an investment adviser representative in PA and TX (CRD 4924502), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Brandywine Oak Private Wealth manage?
Brandywine Oak Private Wealth reports $1.57B across 2,836 accounts in assets under management.
How do I contact Peter Kim?
Through Peter's website, www.brandywineoak.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
- Brandywine Oak Private Wealth 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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