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Credentials
Series 66
Experience Industry experience
17 years
Location
Estill, SC
&PARTNERS
Enterprise
Kevin Braddock is a financial advisor at &Partners with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Heartwood Financial Group, Commonwealth Financial Network, Wells Fargo Advisors, and Edward Jones. He is the owner of Heartwood Financial Group, LLC. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and ERISA consulting, employing a variety of strategies and third-party managers to support both discretionary and non-discretionary accounts.
Based on &PARTNERS
Based on &PARTNERS
Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.
Commissions assessed on certain transaction fees in addition to advisory fees.
Hourly consulting fees as agreed with client, billed monthly.
Subscription fees may be charged for services like research reports (e.g., $500/month).
Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.
Estill, SC
Estill SC
Advisors at this office
1
South Carolina · Texas
17 years of industry experience
&Partners
2025 - Present • 1 year
Nashville, TN
Heartwood Financial Group
2022 - 2025 • 3 years
Estill, SC
Commonwealth Financial Network
2022 - 2025 • 3 years
Waltham, MA
Wells Fargo Advisors
2017 - 2022 • 5 years
Beaufort, SC
Edward Jones
2009 - 2017 • 8 years
St Louis, MO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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