Kevin Kaplan, financial advisor Austin TX
97 score

Kevin Kaplan

CRD Number: 6115456
Current Firm: Silicon Hills Wealth Management

Kevin is a partner at Silicon Hills Wealth Management in Austin and Georgetown, Texas. He helps business owners, executives and individuals design their financial road map and manage their investment portfolio.


Kevin was a 20 year veteran of the technology industry. He is also an entrepreneur with experience in fine art galleries, restaurants and real estate. He serves on the board of local charities including the Boys and Girls Club and Georgetown Art Works.


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Company Name Location Dates Years
Silicon Hills Wealth Management Austin, TX Oct 2014 - Current 2
Axa Advisors, LLC New York, NY Nov 2012 - Current 3
Dell, Inc. Round Rock, TX Jul 2002 - Jun 2012 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2012
S65 NASAA Investment Advisors Law Examination Jul 2013
Contact Info for Kevin M. Kaplan
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


Firm Disclaimer:

Investment advisory services offered through Silicon Hills Wealth Management, LLC, a registered investment advisor.

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