I provide comprehensive financial planning who experience life events such as: 1) Planning & Investing Before and After Retirement 2) A Performance Contract (Typically a Sports or Entertainment Contract) 3) Divorce Settlement 4) Inheritance or Insurance Payout 5) Sale of a Business or Stock Options 6) A Personal Injury Settlement
As a national media recognized LPL Financial Advisor and Partner in one of the largest financial
planning consortiums in Atlanta, Kevin and his team focus his extensive planning strategies
around pursuing his clients' goals and dreams for themselves and their families before and during
retirement. He specializes in assisting people who find themselves in a life event that is
financially impacting their lives such as divorce, death of a spouse, pending retirement,
inheritance, stock option grants and employment contracts. We work often with women who are
dealing with challenges in their lives, as well as the unique needs of sports and entertainment
professionals.
Specialties: Retirement Planning, Investments, Estate Planning, Business Development, Executive
Compensation, Risk Management.
Lesley Hatfield
Partner / Dir. of Bus Dev
Lesley Hatfield is a Partner in the firm as well as its Director of Business Development. Her responsibilities include working with the firm's strategic partners, clients and prospects. Her role is to educate others about the value of long-term financial planning and the importance of a solid, diversified investment strategy. Additionally, she works with our existing clients to ensure that each client's experience is the best it can be.
Lesley is a shining example of the Entrepreneurial Spirit. As a Business Strategist & Coach she has created multiple businesses in a variety of industries. Sharing her experience and expertise as a guest lecturer for university level business programs, Lesley enlightens students about the advantages of working for themselves. She has a passion for building a strong community of successful business people.
Holding dual degrees from Miami University, Oxford, Ohio in Exercise Physiology and Sports Management, Lesley created a wellness consulting group targeting Fortune 500 companies, which promoted health and fitness in corporate America. Prior to that, she had a personal training business and built a large client base of both non-professional and professional athletes including Olympians.
General Information |
| Firm Start Year: | 2003 | |
| No. of Employees: | 50-99 | |
| Name of Broker/Dealer: | LPL Financial |
| Name of Custodial Firm: | LPL Financial |
| States Licensed in: | AL, CA, FL, GA, IN, MD, MI, NY, NC, SC, TN, WI |
| Number of Years with Current Firm: | 13 |
| Work Experience: | Recent Successes include: Being included in the list of "Advisors That You Need To Know", in The Wall Street Journal. Listed in Advisors To Know in Dec. 2017 Forbes Magazine A multi-year winner as one of Atlanta's 5-Star Wealth Management Professionals (2012, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022).* |
| Work with the following types of clients: | Businesses, Individual Investors |
| Advisory Services Provided: | Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Education Funding and Planning, Risk Management, Money Management |
Services |
| Investment Types: | Mutual Funds, Options & Futures, Alternative Investments, Exchange Traded Funds (ETFs), Stocks, Bonds |
| Can meet clients in the following ways: | Phone, Our Office, Your Home, Video Conference, Email, Your Office |
Qualifications & Memberships |
| Financial Organization Memberships: | Financial Planning Association (FPA) |
| Non-Financial Organization Memberships: | ■ Committee Chairman, North Fulton County March of Dimes (2008-2009) ■ Advisory Board Member, St. Jude's Golf for the Kids Invitational ■ Member, Barnwell Elementary School Board ■ Former Member, Technology Association of Georgia?s CEO High-Tech Council ■ Former Member, American-Israeli Chamber of Commerce, Telecommunications Committee |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | 250,000 |
| Compensation Methods: | Based on Assets |
| Additional Details on Charges: | Fees are based on the assets that we manage. |
Board Positions |
| Organization : | St. Jude's Golf for the Kids, Atlanta, GA |
| Position : | Advisory Board Member |
| Duration : | 2011-2013 |
| Organization : | North Fulton County March of Dimes, Atlanta, GA |
| Position : | Committee Chairman |
| Duration : | 2008-2009 |
Education |
| Bachelors Degree in Business - Marketing | University of Alabama
- Tuscaloosa, AL 1981-1985 |
| Financial Planning Certification (CFP®) - Executive Program for Financial Planning | University of Georgia
- Atlanta, GA 2006-2007 |
| Certified Fund Specialist (CFS) - Mutual Funds, ETFs and Bonds | Institute of Business & Finance
- San Diego, CA 2010-2011 |
| Accredited Wealth Management Advisor - Financial Planning | College of Financial Planning
- Denver, CO 2007-2008 |
Financial Services |
| Financial Advice & Consulting
Less than 2% of US advisors offer their clients what we provide...I am an independent, licensed, fee-based advisor who acts as a fiduciary for my clients. We provide comprehensive advice and believe using a diversified investment strategy with low cost, tax- efficient investments. |
FAQs |
Do you have a customer satisfaction or refund policy?We have a very high rate of client retention and haven't felt the need to implement such a policy at this time. |
Why should I choose you as my financial advisor?I believe in first developing a financial plan for each client, taking into account their near and long-term goals and based on "stress-testing" the investment and spending assumptions in a variety of investment environments, I will determine the best investment strategy for the client. |
What are your qualifications? What is your education background?I received my BA degree from the University of Alabama where I majored in marketing. He completed The Executive Program for Financial Planning Certification (CFP) at the University of Georgia. Additionally, I've earned the AWMA and CFS designations. I hold the Series 7, 31, 63, and 65 federal and state licenses. I am currently working towards my Masters in Financial Planning. |
How do you charge for your services?Typically, I charge a percentage of Assets Under Management (AUM). The percentage is based on the amount. |
How are you compensated? How will I pay for your services?I am happy to discuss this individually with any prospect. |
Disclosures |
|
WiserAdvisor provides referrals to financial professionals of LPL Financial, LLC (LPL). WiserAdvisor is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay WiserAdvisor cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest. LPL ADV 2A https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf Additional Detailed Disclosures |
Disclaimer |
| Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA / SIPC |
Registered Investment Advisor:
Yes
Registered Representative:
Yes
Investment Advisor Representative:
Yes
Acknowledged fiduciary:
Yes
Compliance Disclosures in Last 5 years:
I have a clean record
Criminal Disclosures in Last 5 years:
I have a clean record
| Mon. | 9:00 AM - 6:00 PM |
| Tue. | 9:00 AM - 6:00 PM |
| Wed. | 9:00 AM - 6:00 PM |
| Thu. | 9:00 AM - 6:00 PM |
| Fri. | 9:00 AM - 6:00 PM |
| While our office is located in Atlanta, we serve clients throughout the United States. |
Five Star Advisor in Forbes Magazine
(12/20/2017)
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
One of the Advisors You Should Get To Know
(12/14/2015)
*Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers.
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