Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
17 years
Location
Estill, SC
&PARTNERS
Enterprise
Kevin Braddock is a financial advisor at &PARTNERS with 16 years of industry experience. He holds a Series 66 designation and has previously worked at Heartwood Financial Group, Commonwealth Financial Network, Wells Fargo Advisors, and Edward Jones. He is also the owner of Heartwood Financial Group, LLC. &PARTNERS serves a diverse client base including individuals, retirement plans, charitable organizations, foundations, universities, and sovereign wealth funds. The firm offers both investment advisory and brokerage services, utilizing a blend of proprietary and third-party investment strategies delivered through the Envestnet platform.
Based on &PARTNERS
Based on &PARTNERS
Fixed fees for financial planning and consulting services, as negotiated
$0+: Negotiable up to 3.0%, commonly asset-based advisory fee capped at 3.0% Below recommended Envestnet minimum+: Additional $40 annual fee for Tax Overlay Services
Transaction fees and commissions charged in addition to advisory fees; broker-dealer services provided; commissions received on brokerage transactions
Hourly consulting fees as agreed upon with client
Subscription fee of $500/month for weekly market commentary service
Minimum fee: A $40 annual fee if account is below recommended minimum balance (Envestnet program) Fee-only: Negotiable flat fees for financial planning, estate/trust administration consulting, other consulting services
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")