Bryan Buchert
Kera Capital · Sacramento, California
Bryan Buchert is a fee-only financial advisor at Kera Capital in Sacramento, California, who holds the CFP credential. Bryan focuses on equity compensation, founders (pre-exit) and estate & legacy planning. Kera Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
Facts
| Firm | Kera Capital |
|---|---|
| Based in | Sacramento, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.36B across 1,045 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 6313198 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.keracapital.com |
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Questions about Bryan
Is Bryan Buchert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Kera Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, Kera Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bryan Buchert based?
Bryan Buchert is based in Sacramento, California.
What does Bryan specialize in?
Bryan's specialties include equity compensation, founders (pre-exit), estate & legacy planning and family wealth transfer. Bryan works with founders and executives.
What credentials does Bryan Buchert hold?
Bryan Buchert holds the CFP credential.
Is Bryan Buchert registered with the SEC?
Yes. Bryan Buchert is registered as an investment adviser representative in CA and TX (CRD 6313198), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kera Capital manage?
Kera Capital reports $1.36B across 1,045 accounts in assets under management.
How do I contact Bryan Buchert?
Through Bryan's website, www.keracapital.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
- Kera Capital 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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