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.
David Wealth Management, LLC
Blue Ocean Global Wealth
Palatine Advisors, Inc.
|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|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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