# Barry Kilzer

> Barry Kilzer is a fee-only financial advisor at Kilzer Wealth Management in Carmel, California. Kilzer Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/barry-kilzer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Kilzer Wealth Management
- **Based in:** Carmel, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $15.4M across 54 accounts
- **CRD:** 4968508 (https://adviserinfo.sec.gov/individual/summary/4968508)
- **SEC registration:** Investment adviser representative in CA
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Barry Kilzer a fee-only financial advisor?

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

### How does Barry charge for financial advice?

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

### Where is Barry Kilzer based?

Barry Kilzer is based in Carmel, California.

### Is Barry Kilzer registered with the SEC?

Yes. Barry Kilzer is registered as an investment adviser representative in CA (CRD 4968508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kilzer Wealth Management manage?

Kilzer Wealth Management reports $15.4M across 54 accounts in assets under management.

### How do I contact Barry Kilzer?

Contact details aren't on file yet. Search for Kilzer Wealth Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4968508): 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

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