Kevin Estes
Scaled Finance LLC
Founder and Financial Planner
Kevin Estes
Scaled Finance LLC
Founder and Financial Planner
No one can be behind on their path. I meet clients where they are, without any asset or income minimums. My mission is to help people live their best lives. - Kevin Estes
Fee-Only financial planner located in Bellevue, WA, serving clients virtually both locally and across the country
Kevin Estes is a Bellevue, WA fee-only financial advisor serving clients locally and across the country. Scaled Finance LLC provides comprehensive financial planning to help T-Mobile employees and their families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Kevin Estes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Kevin Estes is a fee-only financial advisor in the Seattle area and the Founder of Scaled Finance. Kevin comes from the financial independence movement and spent over 20 years in corporate analytics. Kevin's escape from the rat race includes running a fun and fulfilling business, bicycling, sailing, and spending time with friends and family.
Kevin Estes is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Scaled Finance is financial planning firm helping T-Mobile employees and their families live their best lives.
Advice only… really!
You’re never:
- Surprised by fees
- Required to move your assets
- Charged more just because you have more
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Equity Compensation
- Education Planning
- Real Estate
- Retirement Income Planning
Ideal Clients
- T-Mobile Employees
- Growing Families
- Retirees and Near Retirees
- Real Estate Owners
- Financial Independence (FIRE)
Working Together
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- No Income or Asset Minimums
- Complimentary Initial Consultation
Professional Designations & Affiliations
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Kevin Estes is a Member of the XY Planning NetworkThe XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
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Kevin Estes is a NAPFA Associate MemberThe National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Contact Kevin Estes
Office Locations:
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12819 SE 38th St.
#214
Bellevue, WA 98006
