Kevin J. Brady, CFP^®

Vice President, Advisor

Wealthspire Advisors

521 5th Avenue, 15th Floor
New York, NY 10175

(646) 277-3638 CONNECT WITH Kevin

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Wealthspire Advisors is a fee-only firm and only receives compensation in the form of payment directly from clients.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$500,000

My Links

Bio Page

General

Kevin Brady is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Wealthspire Advisors in New York, NY and the surrounding communities.

Financial Advisor Overview

Wealthspire Advisors (formerly known as Sontag Advisory) was founded in 1995 and as of 2022, manages $15-20 Billion of assets for high-net worth individuals, families, and some non-profit organizations. While my role as an advisor is to help educate and guide clients to making smart financial decisions, it is also about identifying all of life’s puzzle pieces and fitting them together to create a holistic picture of success. Life is not just about money; happiness is about finding balance – yes in saving, but also in enjoying life and the fruits of your hard work.

Financial Advisor Experience

Certified Financial Planner (CFP®) professional with 10 years of experience in a variety of planning roles. I work within a team of talented professionals at Wealthspire Advisors to help clients who come from all walks of life but typically share a drive to learn, innovate, succeed, and create change for others. They’re often young professionals, entrepreneurs or small business owners who are confident in what they do and recognize the need for a trusted advisor to help them navigate their financial lives

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Irregular Income, Mutual Funds, Getting Married, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Succession Planning, Medical & Health Issues, Sudden Wealth, Special Needs, Personal Taxes