Advisor at Spearhead Administrative Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Spearhead Administrative Services, LLC
Location
Little Silver, NJ
Credentials
Series 66
Industry experience
11 years
Alyson Kest is a financial advisor with Spearhead Administrative Services, LLC, holding a Series 66 designation and 11 years of industry experience. She has worked at multiple firms, including The Leaders Group Inc. and various Spearhead entities. Alyson also serves as general counsel and Chief Compliance Officer for Spearhead Administrative Services. Spearhead Administrative Services, LLC provides investment advisory and administrative services primarily to private investment funds and separately managed accounts associated with insurance products. The firm manages insurance-dedicated funds through independent subadvisors and offers a range of strategies involving global investments and derivatives, while providing oversight, due diligence, and reporting to investors.
Based on Spearhead Administrative Services, LLC
Retainer fees charged in certain limited circumstances for setting up offering documents around a Fund.
$0+: 0.10% to 2.15% per annum on Net Asset Value of Fund (Private Funds, varies by Series/Class of Interest) $0+: 0.15% to 2.15% per annum on Account assets (Separately Managed Accounts)
Commission-based compensation earned from the sale of insurance products separate and in addition to advisory fees.
Performance-based fees charged by some Funds and Accounts based on capital gains or appreciation; details in offering documents or IPS; typically passed on to subadvisors.
Account minimum: $1 million Fee-only: Management fees ranging generally from 0.10% to 2.15% per annum for Funds and 0.15% to 2.15% for Accounts; fees charged quarterly in arrears or monthly/quarterly in advance or arrears for Funds; no higher fees due to subadvisors.
Little Silver, NJ
New Jersey
The Leaders Group Inc
2023 - Present (3 years)
Spearhead Administrative Services, LLC
2022 - Present (4 years)
Spearhead Capital, LLC
2020 - 2022 (2 years)
Spearhead Capital Advisors, LLC
2020 - 2022 (2 years)
Wbi Investments, Inc.
2019 - 2020 (1 year)
Hartshorne Group, Inc.
2019 - 2020 (1 year)
Millington Securities, Inc.
2018 - 2020 (2 years)
Millington Securities Inc.
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Middletown, NJ
Joseph C. Kelly & Associates, Inc.
Series 66
Farmingdale, NJ
Coastal Financial Advisors, Inc.
CFP®
Neptune, NJ
Pathways Financial Planning
Kristen provides unbiased, comprehensive financial planning with expertise in budgeting, retirement planning, investment strategies, tax planning, and major life transitions, including divorce. Her background in education - spending a decade teaching middle school English in San Francisco and Maine- gives her a unique perspective on guiding career changers through financial transitions. She is particularly passionate about working with Childfree individuals, early retirees (and the FIRE community), those navigating divorce, and those forging non-traditional financial paths. She offers hourly financial advice for those seeking one-time guidance or a cost-effective option, divorce planning for clients managing the financial complexities of separation, and ongoing financial planning for those who want continuous support in achieving their goals. Whether you're changing careers, planning for retirement, building wealth, or facing complex financial decisions, Kristen provides knowledgeable, compassionate guidance to help you create a plan that aligns with your goals and values.
CFP®, Series 63
Belmar, NJ
Integrated Asset Management, Inc.
Series 63, Series 65
Red Bank, NJ
Olson, Cross & Alamo Advisors LLC
Series 63, Series 65
Keansburg, NJ
Solomon Investment Group, Inc.
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