Kevin Worley
Advisor at The GenWealth Group, Inc.
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.
Advisor at The GenWealth Group, Inc.
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
The GenWealth Group, Inc.
Location
Maplewood, NJ 07040
Credentials
CFP®
Industry experience
3 years
Kevin Worley is a CFP® professional with three years of experience at The GenWealth Group, Inc., where he has worked since 2019. Prior to joining GenWealth, his background includes roles outside the financial industry. He is also a licensed insurance agent, providing accident, health, and life insurance. The GenWealth Group serves individual and high-net-worth clients with discretionary portfolio management and financial planning, offering an ETF-based investment program through Schwab. The firm incorporates ESG criteria in its investment decisions and provides tax-aware, long- and short-term strategies alongside ongoing client reviews and written plans.
Based on The GenWealth Group, Inc.
Fixed fee for educational seminars (varies, negotiated case-by-case)
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $10,000,000: 0.50% $10,000,001+: 0.25%
Commissions earned by licensed insurance agents for selling insurance products separate from advisory fees
Account minimum: $500,000 Minimum fee: $6,250 per household per year (minimum annual fee for portfolio management services)
6 Inwood Place
Maplewood, NJ 07040
New Jersey
The GenWealth Group, Inc.
2019 - Present (7 years)
Unemployed
2018 - 2019 (1 year)
City Center
2018 - 2018 (1 year)
The Sting
2018 - 2018 (1 year)
Unemployed
2017 - 2018 (1 year)
The Honeymooners
2017 - 2017 (1 year)
Bandstand
2017 - 2017 (1 year)
Holiday Inn
2016 - 2017 (1 year)
Something Rotten
2016 - 2016 (1 year)
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.
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.
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