Kilzer Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and wealth management to individuals, high‑net‑worth clients, and corporate profit‑sharing plans, offering comprehensive and hourly planning as well as portfolio management on both discretionary and non‑discretionary bases. It operates as a fee‑only registered investment adviser and delivers wealth management through annual retainer or asset‑based arrangements, often implementing client portfolios via referrals to independent money managers.
The firm employs a multi‑model investment approach, recommending both active and passive managers and adapting allocations to clients’ tax situations and investment constraints. Portfolio strategies may involve above‑average turnover, and clients receive written analyses, periodic reviews, and—when authorized—discretionary implementation consistent with stated objectives.
Notably for a small, single‑advisor practice, the principal is also a licensed real estate broker and the firm refers clients to trust‑deed investments for which it receives referral compensation; those relationships are disclosed and the firm limits recommendations of such investments. The firm also discloses acceptance of limited soft‑dollar benefits from a third‑party money manager and a real estate firm and describes policies intended to identify and manage the resulting conflicts of interest.
Client services
Expertise
Occupation focus
Fee options
Two fixed fee financial planning packages offered; payment split with half upfront and half upon plan completion; annual retainer fees also offered, negotiated per client.
Hourly financial planning advice offered for specific financial areas; specific rate not stated.
Account minimum: No account minimum is imposed for starting or maintaining an account; however, there is a minimum annual fee of $3,000 for Wealth Management Services. Minimum fee: Minimum annual fee of $3,000 for Wealth Management Services; negotiable in certain circumstances. Fee-only: All compensation is fee-only from clients; no commissions or sales incentives accepted.
Main office
26465 Carmel Rancho Bl # 4
Carmel CA 93923
Advisors at this office
1
Most active in
California
Also doing business as
Barry Kilzer, Real Estate Broker · Barry Milo Kilzer Dba · Kilzer Financial Group · Kilzer Wealth Management · Kilzer, Barry Milo · Kilzer, Barry Milo Dba
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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