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Kevin James Schillo

WHITLEY PENN FINANCIAL, L.L.P.·FORT WORTH, Texas
Unclaimed Profile
1400 WEST 7TH STREET, SUITE 400, FORT WORTH, TX 76102CRD# 3222362Firm CRD# 145467
01

About

Kevin James Schillo is a registered financial advisor based in FORT WORTH, Texas, affiliated with WHITLEY PENN FINANCIAL, L.L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WPWEALTH LLP
WPWEALTH LLP
AUM
$873M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at WPWEALTH LLP →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3222362
Firm CRD# 145467
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kevin James Schillo offer?
Kevin James Schillo specializes in Financial Planning, Investment Management. Contact their office in FORT WORTH, Texas for a consultation.
What are Kevin James Schillo's credentials?
Kevin James Schillo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kevin James Schillo located?
Kevin James Schillo is based in FORT WORTH, Texas, working with WHITLEY PENN FINANCIAL, L.L.P.. Their office serves clients in the FORT WORTH metropolitan area and surrounding communities.
How does Kevin James Schillo charge for services?
Kevin James Schillo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WHITLEY PENN FINANCIAL, L.L.P.?
WHITLEY PENN FINANCIAL, L.L.P. has approximately 12 employees and manages $873M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuidePLANO Guide
Research
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