Hunt Wealth Management
43yrs
Top advisor by experience in Concord
23yrs
Based in Concord, California, Kevin Mooney is a fiduciary financial advisor with 23 years of industry experience. Kevin has been with Assetmark since 2026; before that, Kevin spent two years at AE Wealth Management and a year at TLG Advisors. Assetmark offers investment management and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 178 advisors with offices in Concord, and one of 169 fiduciaries.
At a glance
Experience23 years (since 2004)
How that compares ?Top 19% by experience at Assetmark
Office1655 Grant Street 10th Floor, Concord, CA 94520
FirmAssetmark
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$189,313
Advisors at the firm219
States licensed ?1 state
Services through Assetmark
Investment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jul 2026 – nowAssetmark, Inc.Current firm
- Aug 2024 – Jun 2026AE Wealth Management, LLCPreviously
- May 2014 – Jan 2015TLG Advisors, Inc.Previously
- May 2011 – Sep 2012DunhamPreviously
- Feb 2011 – May 2011Jagen Investments, LLCPreviously
- Nov 2007 – Jun 2008Transamerica Financial Advisors, LLCPreviously
- Mar 2004 – Nov 2005Uvest Financial Services Group, Inc.Previously
Questions to ask Kevin
Tailored to Kevin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kevin
How do I contact Kevin?
Call Assetmark at 800-664-5345 and ask for Kevin Mooney. Kevin works from the Concord, CA office.
How long has Kevin been a financial advisor?
Kevin has been in the industry since 2004, about 23 years. Top 19% by experience at Assetmark.
What licenses does Kevin hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Kevin a fiduciary?
Kevin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kevin paid?
Assetmark reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Kevin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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