A complete list of active advisors currently associated with Kilzer Wealth Management

Warmer can help you find a great advisor at Kilzer Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kilzer Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Barry Kilzer	Carmel, CA	8

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