Alex Kiley
Integris Wealth Management · Monterey, California
Alex Kiley is a fee-only financial advisor at Integris Wealth Management in Monterey, California. Integris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Integris Wealth Management |
|---|---|
| Based in | Monterey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $812.0M across 1,276 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 8283093 |
| Exams passed | Series 65 (2026) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.integriswealth.com |
How Alex's firm compares
- Integris Wealth Management's average account is about $636,000, from its Form ADV (assets managed divided by 1,276 accounts).
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Questions about Alex
Is Alex Kiley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Integris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Integris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alex Kiley based?
Alex Kiley is based in Monterey, California.
Is Alex Kiley registered with the SEC?
Yes. Alex Kiley is registered as an investment adviser representative in CA and TX (CRD 8283093), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integris Wealth Management manage?
Integris Wealth Management reports $812.0M across 1,276 accounts in assets under management.
How do I contact Alex Kiley?
Through Alex's website, www.integriswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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