Kevin Plunkett
Advisor at Semper Financial
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
Semper Financial
Location
Southern Pines, NC
Credentials
Series 63, Series 65
Industry experience
10 years
About
Kevin Plunkett is a financial advisor at Semper Financial with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Semper Financial and its affiliated firms since 2011. Semper Financial Advisors LLC provides discretionary investment management and written financial planning to individual and high-net-worth clients. The firm manages approximately $37 million across about 64 client relationships, focusing on long-term, diversified portfolios primarily composed of mutual funds and ETFs, managed on a discretionary basis.
Expertise
Based on Semper Financial
General retirement planning
General tax planning
Wealth management
Cash flow / budgeting
Fee options
$0 - $100,000: 1.00% $100,001 - $250,000: 0.90% $250,001 - $500,000: 0.80% $500,001 - $1,000,000: 0.70% Over $1 million+: By Negotiation
$250 per hour for financial planning services
Location
Southern Pines, NC
Most active in
Kevin P has reported serving >5 clients in these states in the last 12 months.
New York · North Carolina
Work history
Semper Financial Advisors LLC
2024 - Present (2 years)
Semper Financial
2011 - 2024 (13 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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Katherine S
Series 63, Series 65
Southern Pines, NC
Align Financial Planning
Peter K
Series 63, Series 65
Southern Pines, NC
Kiaros Advisors, LLC
Blanchard G
CFP®, Series 63, Series 65
Pinehurst, NC
Granville Wealth Management, Inc.
Anna P
Series 65
Pinehurst, NC
Pottle Financial Services, Inc
Thomas H
Series 63, Series 65
Southern Pines, NC
Hart Investment Management Inc.
Danielle D
CFP®
Southern Pines, NC
Tactical Wealth Partners
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