Arley Gonzalez
KOA Wealth Management · San Diego, California
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.
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Who they serve
- Executives
- Founders
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 | $254.9M across 749 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6952863 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | koawealth.com |
| Profile |
How Arley's firm compares
- KOA Wealth Management's average account is about $340,000, from its Form ADV (assets managed divided by 749 accounts).
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Questions about Arley
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.
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
- KOA Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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