Kevin Andrew Holt

CFP

Market Street Wealth Management

25 Years of Experience

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Firm Information

Market Street Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

12 advisors

Number of Clients

1,492 clients

Average Client Portfolio

$479K average

Assets Under Management

$714.9M

Fee Structure

Fees for investment management are based on assets under management. Financial planning services are typically provided under a written agreement and may include general recommendations or specific actions. MSWM may receive commissions as representatives of USA Financial Securities or as licensed insurance agents, creating a potential conflict of interest. Clients are not obligated to use recommended professionals or implement recommendations through MSWM.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 2009

Settled

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Other Business ActivitiesSells Insurance

Kevin is the Vice President of Market Street Wealth Management, LLC, an investment advisory business. He also has interests in several other businesses including insurance sales (Medicare, P&C, annuities, life insurance, and long-term care), tax preparation, real estate rental property, and a youth hockey training business.