Kachkovsky & Fisher, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$272,251,947
Clients
439
Advisors
3
across 2 offices
About
Kachkovsky & Fisher provides investment management, financial planning, and retirement‑plan consulting to individuals, high‑net‑worth clients, families, trusts, corporations, and employer-sponsored pension and profit‑sharing plans. The firm offers both discretionary and non‑discretionary portfolio management alongside stand‑alone or bundled financial planning, and typically requires a minimum account size while allowing exceptions on a case‑by‑case basis.
The firm’s investment approach emphasizes strategic asset allocation, broadly diversified portfolios using no‑load, low‑cost mutual funds and ETFs, and tax‑aware implementation (including asset location). Kachkovsky & Fisher conducts periodic rebalancing and at least annual reviews with clients, tailors portfolios to individual risk tolerance, liquidity needs and tax situations, and communicates via regular reviews and market commentary.
Compared with peers, Kachkovsky & Fisher is notable for sponsoring a wrap‑fee program — its brochure states that investment management services are offered only through wrapped accounts — and for detailed custody procedures (including standing letters of instruction) that relate to handling third‑party transfers and arrangements associated with managed accounts. The firm is a small, CFP‑led ownership team that also provides ERISA‑related retirement plan consulting, accommodates client investment restrictions and socially responsible investing preferences, and uses Raymond James as its primary custodian and execution partner.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for financial planning and consulting services, negotiable, not to exceed $10,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001 - $5,000,000: 0.50% annually $5,000,001+: 0.25% annually
$250 per hour for stand-alone financial planning and consulting services
Account minimum: $500,000 Fee-only: Hourly fee for financial planning and consulting services: $250 per hour; Fixed fees negotiable up to $10,000
Main office
See office3202 Governor Drive, Suite 204
San Diego CA 92122
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Colorado · Florida · Illinois · Massachusetts · Michigan · Oregon · Texas · Washington · Wisconsin
Also doing business as
K & F Asset Management, Inc · K. F Asset Management, Inc. · Kachkovsky & Fisher, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Kristian F
CFP®, Series 63, Series 65, Series 66
Phoenix, AZ
Kachkovsky & Fisher, Inc.
Kristian Fisher is a CFP® professional with 25 years of industry experience, currently serving at Kachkovsky & Fisher, Inc. in Phoenix, AZ. He has been with the firm since 2001 and is also involved in a real estate business. Kachkovsky & Fisher, Inc. provides investment management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, families, trusts, and employer-sponsored plans. The firm emphasizes strategic asset allocation with broadly diversified, low-cost funds and incorporates tax-aware portfolio management.
Jaime B
Series 66
San Diego, CA
Kachkovsky & Fisher, Inc.
Jaime Boyer is a financial advisor at Kachkovsky & Fisher, Inc. with 22 years of industry experience. He holds the Series 66 designation and has previously worked at Raymond James Financial Services Advisory, Inc. and G. Michaelis, Inc. Kachkovsky & Fisher, Inc. manages approximately $244 million for around 394 clients, primarily serving individual investors, high-net-worth households, businesses, trusts, and retirement plans. The firm employs an asset-allocation approach with diversified portfolios using low-cost mutual funds and ETFs, offering both discretionary and non-discretionary investment management along with financial planning and retirement plan consulting.
Garry K
CFP®, Series 63, Series 65, Series 66
Phoenix, AZ
Kachkovsky & Fisher, Inc.
Garry Kachkovsky is a CFP® with 25 years of experience and is a principal at Kachkovsky & Fisher, Inc. in Phoenix, AZ, where he has worked since 2001. His background includes a long tenure at Kachkovsky & Fisher and involvement with K & F Real Estate, LLC. Kachkovsky & Fisher provides investment management, financial planning, and retirement-plan consulting to individuals, high-net-worth clients, families, trusts, corporations, and pension plans. The firm emphasizes strategic asset allocation, diversified portfolios using low-cost mutual funds and ETFs, and tax-aware implementation, offering both discretionary and non-discretionary portfolio management alongside comprehensive financial planning.
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