Kevin Dugan
Advisor at Smith & Wyatt
Updated today
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
Smith & Wyatt
Location
College Station, TX 77840
Credentials
Series 65
Industry experience
4 years
About
Kevin Dugan is a financial advisor at Smith & Wyatt with a Series 65 designation and four years of industry experience. He has worked at several firms including CoreCap Advisors, LLC, Parco LLC, and FEFA, and is also the owner and partner of Dugan Brown, LLC, a company assisting federal employees with retirement planning and insurance services. Smith & Wyatt provides investment advisory and financial planning services to individual and corporate clients, offering discretionary portfolio management and customized financial plans. The firm uses mutual funds and ETFs to construct portfolios and employs various analytical methods to tailor allocations to clients’ objectives and risk tolerance.
Expertise
Based on Smith & Wyatt
General estate planning guidance
Retirement income strategy
Wealth management
Fee options
Financial planning fixed fee (negotiable, varies client to client); estate planning consulting one-time flat fee of $0 to $600 upon signing Client Agreement
0.25% to 1.5% annually (depending on account size and custodian)
Insurance commissions earned by licensed insurance agents affiliated with the firm, separate from advisory fees
$200 per hour for single subject financial planning/general consulting (negotiable)
Fee-only: Fixed fee for financial planning services (negotiable, varies client to client), $200 per hour for single subject consulting services (negotiable)
Location
511 University Dr. E, Suite 210
College Station, TX 77840
Most active in
Kevin D has reported serving >5 clients in these states in the last 12 months.
Florida · Ohio · Texas · West Virginia
Work history
Smith & Wyatt
2023 - Present (3 years)
CoreCap Advisors, LLC
2021 - 2023 (2 years)
Dugan Brown, LLC
2020 - Present (6 years)
Parco LLC
2019 - 2020 (1 year)
FEFA
2018 - 2019 (1 year)
Treasure Island
2017 - 2018 (1 year)
Caesars Entertainment
2016 - 2016 (1 year)
Poker-Player
2011 - 2017 (6 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
Scott M
CFA®, CFP®
Bryan, TX
Charis Legacy Partners
I started my investing journey in the early 2000’s during the dotcom bubble, so I have been through multiple market cycles. I began my professional career in financial services as an equity analyst for a boutique hedge fund, and after business school, I spent eight years with Vanguard, which is where my career as a wealth manager and financial planner began. I have clients all over the country with whom I work remotely, including many working for startups and in the tech industry, so I have a lot of experience planning for and advising on equity compensation. I have been married to my lovely wife, Erin, since 2009, and we have three children who keep me busy outside of work; I am passionate about raising them to be well-rounded, curious and thoughtful individuals who prize character and integrity above all else. I love the outdoors and exploring new places, learning new things and experiencing new cultures.
George M
Series 63
College Station, TX
McWhorter Capital Investments
Joseph M
Series 65
College Station, TX
JMcMahan LLC
Sarah B
Series 65
Bryan, TX
Steward Inc.
Brien S
CFP®, Series 63
College Station, TX
Traditions Wealth Advisors, LLC.
Noel W
CFP®, Series 66
College Station, TX
Traditions Wealth Advisors, LLC.
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")