Barry Kilzer
Kilzer Wealth Management · Carmel, California
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.
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Facts
| Firm | Kilzer Wealth Management |
|---|---|
| Based in | Carmel, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.4M across 54 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4968508 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How Barry's firm compares
- Kilzer Wealth Management's average account is about $285,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Barry
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.
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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