# Arley Gonzalez

> Arley Gonzalez is a fee-only financial advisor at KOA Wealth Management in San Diego, California, who holds the CFP credential. KOA Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/arley-gonzalez/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** KOA Wealth Management
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $254.9M across 749 accounts
- **Credentials:** CFP
- **Works with:** Executives, Founders
- **CRD:** 6952863 (https://adviserinfo.sec.gov/individual/summary/6952863)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://koawealth.com/

## Frequently asked questions

### Is Arley Gonzalez a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Arley holds no broker registration, and KOA Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Arley charge for financial advice?

Arley's firm, KOA Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Arley Gonzalez based?

Arley Gonzalez is based in San Diego, California.

### What credentials does Arley Gonzalez hold?

Arley Gonzalez holds the CFP credential.

### Is Arley Gonzalez registered with the SEC?

Yes. Arley Gonzalez is registered as an investment adviser representative in CA (CRD 6952863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does KOA Wealth Management manage?

KOA Wealth Management reports $254.9M across 749 accounts in assets under management.

### How do I contact Arley Gonzalez?

Through Arley's website, koawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6952863): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://koawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.