Advisor at Alegria Asset Management
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Firm
Alegria Asset Management
Location
Yakima, WA 98902
Credentials
CFP®, Series 66
Industry experience
10 years
Kevin Good is a Certified Financial Planner® with 10 years of industry experience, currently serving as a principal at Alegria Asset Management. He has been with OSAIC since 2015 and also works as a substitute instructor in the Business Technology and Accounting program at Perry Technical Institute. Additionally, he serves as a board member at the Yakima Country Club, where he advises on the Green's Committee. Alegria Asset Management provides investment management, financial planning, retirement plan consulting, and insurance products to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $37.6 million across about 44 client relationships and integrates RIA advisory services with broker-dealer registration and insurance agency activities.
Based on Alegria Asset Management
Based on Alegria Asset Management
Financial planning packages at $500, $750, and $1,150 for Levels 1, 2, and 3 respectively
$0 - $250,000: 1.25% annually $250,001 - $500,000: 1.10% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $2,000,000: 0.70% annually $2,000,001+: 0.50% annually
Advisory Representatives also act as registered representatives of Osaic Wealth and may receive commissions on securities and insurance products sold separately
$200 per hour for limited scope consulting and Retirement Plan Consulting Services
Account minimum: $10,000 Fee-only: Financial planning packages: $500, $750, $1,150; hourly rate $200/hour; Retirement Plan Consulting Services at $200/hour
1440 N. 16 Th Ave
Yakima, WA 98902
Oregon · Texas · Washington
OSAIC
2015 - Present (11 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
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.
Series 63, Series 65
Yakima, WA
Alegria Asset Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
CFA®, Series 65
Yakima, WA
Tieton Capital Management
Series 63, Series 65
Yakima, WA
Alegria Asset Management
Series 65
Yakima, WA
Surience Private Wealth LLC
CFP®, ChFC®, Series 63, Series 65
Yakima, WA
Surience Private Wealth LLC
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