Kevin Mahoney, CFP®, financial advisor Washington DC
100 score

Kevin Mahoney, CFP®

CRD Number: 6866621
Current Firm: Illumint
Compensation Model: Fee Only

Kevin Mahoney, CFP®, created Illumint to offer virtual financial planning specifically to the millennial generation. A fee-only financial advisor, he focuses on the new financial decisions that arise for young families, newlyweds, & rising professionals during their late 20s and 30s. Kevin, who has an undergrad degree in business from Georgetown University and an MBA in finance from Georgia Tech, helps his peers with their most pressing concerns, including student loans, college savings, and buying a house. Illumint is based in Washington, DC.

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Company Name Location Dates Years
Illumint Washington, DC Sep 2017 - Current 1
Ditto Residential Washington, DC Jul 2015 - Jan 2017 1
Jamestown LP Atlanta, GA Jun 2012 - Jun 2015 3
Federal Reserve Bank Of Atlanta Atlanta, GA Jun 2010 - May 2012 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2017
Contact Info for Kevin Mahoney, CFP®
Current Firm Details
Illumint
Firm's CRD Number: 290263
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC

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BADGES
100
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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