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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-28-2025
- Office Locations
- 1
Office Locations
About Viso Wealth Management LLC
Viso Wealth Management LLC is a fee-only, fiduciary financial planning and investment management firm led by owner Kevin Megargel (CFA, CFP; 18+ years). The firm serves retirees, those approaching retirement, and working professionals with retirement income planning (Social Security timing, Roth conversions, QCDs/RMDs), lifestyle planning via a client portal, and personalized, evidence-based, low-cost, tax-efficient portfolios. Assets are typically custodied at Schwab.
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Owner & Executives
KEVIN WAYNE MEGARGEL
Chief Compliance Officer, FINANCIAL PLANNER, FOUNDER
- CRD
- #4993035
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,233,357 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,233,357 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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