Kevin Stevens
Investment adviser representative at Facet
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- FacetJul 2026 to now
- Dew Wealth ManagementSep 2025 to Jun 2026
- Modernize Your Business dba Get Started PlanningOct 2024 to Sep 2025
- ZenpilotJun 2021 to Oct 2024
- Avid Advisory and Investment Group LLC dba Avid PlanningOct 2014 to Jun 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5646433
- Firm CRD
- 285961