Advisor at Smith Shellnut Wilson
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Firm
Smith Shellnut Wilson
Location
Manahawkin, NJ
Credentials
Series 63, Series 65
Industry experience
25 years
Kevin Fitzsimmons is a financial advisor at Smith Shellnut Wilson with 25 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at D.A. Davidson & Co. and Hovde Group, LLC. Smith Shellnut Wilson serves individual, high-net-worth, corporate, and institutional clients, offering portfolio management, financial planning, and retirement-plan advisory services. The firm develops customized portfolios using a variety of investment approaches and provides specialized services including oversight of unaffiliated managers and advisory work for banking, insurance, and municipal clients.
Based on Smith Shellnut Wilson
Based on Smith Shellnut Wilson
Fixed-dollar fees individually negotiated for financial planning and consulting services.
$0 - $1,000,000: 1.5% $1,000,001 - $4,000,000: 1.25% $4,000,001+: 1.0%
$200 per hour for financial planning and consulting services if services are terminated after initial five-day period.
Account minimum: $1,000,000 Minimum fee: SSW may impose a minimum annual fee for some clients at its discretion. Fee-only: Investment advisory services on a fee-only basis; fees are negotiable and based on assets under management or fixed fees.
Manahawkin, NJ
New Jersey
Smith Shellnut Wilson
2024 - Present (2 years)
Smith Shellnut Wilson LLC
2024 - Present (2 years)
D.A. Davidson & Co.
2019 - 2024 (5 years)
D.A. Davidson & Co.
2019 - 2024 (5 years)
Unemployed
2019 - 2019 (1 year)
FIG Partners LLC
2018 - 2019 (1 year)
UNEMPLOYED
2017 - 2018 (1 year)
Hovde Group, Llc
2017 - 2017 (1 year)
Hovde Group, Llc
2016 - 2017 (1 year)
Hovde Group, Llc
2014 - 2017 (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:
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
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.
Series 63, Series 65
Forked River, NJ
The Faragi Group
Series 63
Harvey Cedars, NJ
MPI Wealth Management LLC
Series 63
Brant Beach, NJ
Barnegat Bay Capital Management LLC
CFP®, Series 63, Series 65
Forked River, NJ
Davidson Wealth Management LLC
Series 66
Forked River, NJ
Platform Wealth Advisors
Series 63
Barnegat, NJ
Equity Services, inc.
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