Steven Kavanaugh
Odyssey Group Wealth Advisors · Lancaster, Pennsylvania
Steven Kavanaugh is a fee-only financial advisor at Odyssey Group Wealth Advisors in Lancaster, Pennsylvania, who holds the CFP credential. Odyssey Group Wealth Advisors reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Odyssey Group Wealth Advisors |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $420.9M across 760 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 5175672 |
| Exams passed | Series 66 (2006) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.ogwa.com |
How Steven's firm compares
- Odyssey Group Wealth Advisors's average account is about $554,000, from its Form ADV (assets managed divided by 760 accounts).
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Questions about Steven
Is Steven Kavanaugh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Odyssey Group Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Odyssey Group Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Steven Kavanaugh based?
Steven Kavanaugh is based in Lancaster, Pennsylvania.
What credentials does Steven Kavanaugh hold?
Steven Kavanaugh holds the CFP credential.
Is Steven Kavanaugh registered with the SEC?
Yes. Steven Kavanaugh is registered as an investment adviser representative in PA and TX (CRD 5175672), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Odyssey Group Wealth Advisors manage?
Odyssey Group Wealth Advisors reports $420.9M across 760 accounts in assets under management.
How do I contact Steven Kavanaugh?
Through Steven's website, www.ogwa.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
- 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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