Advisor at KD Wealth Management 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
KD Wealth Management LLC
Location
Hampton, NH 03842
Credentials
Series 63, Series 66
Industry experience
18 years
Kevin Delaney is a financial advisor with KD Wealth Management LLC in Hampton, NH. He holds the Series 63 and Series 66 designations and has 18 years of industry experience. Prior to founding KD Wealth Management in 2020, he worked at Apollo Financial Group and Fidelity Investments. KD Wealth Management provides personalized investment management and financial planning to individuals, high-net-worth clients, and businesses. The firm primarily employs a passive investment approach using index mutual funds and ETFs, supplemented by fundamental analysis, and offers services including third-party manager selection and portfolio supervision.
Based on KD Wealth Management LLC
$2,400 to $3,600 depending on complexity and needs
$0 - $250,000: 1% $250,001 - $500,000: 0.9% $500,001+: 0.8%
$200 to $700 per month depending on complexity and needs
11 Thornton St
Hampton, NH 03842
Louisiana · New Hampshire
KD Wealth Management, LLC
2020 - Present (6 years)
Apollo Financial Group
2019 - 2020 (1 year)
Apollo Financial Group, LLC
2019 - 2020 (1 year)
Fidelity Personal and Workplace Advisors
2018 - 2019 (1 year)
Fidelity Investments
2007 - 2019 (12 years)
FIDELITY INVESTMENTS
2007 - 2019 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 63
New Castle, NH
ATI Wealth Partners, LLC
Series 65
Amesbury, MA
Plain Talk Financial Planning, LLC
Series 63, Series 66
Amesbury, MA
NAV Wealth Management LLC
CFP®, Series 63, Series 65
Amesbury, MA
Clear View Wealth Advisors, LLC
Series 65
Portsmouth, NH
Petrilli Capital Management LLC
Series 63, Series 66
Exeter, NH
Alignment Financial Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")