# Clifford Kolson

> Clifford Kolson is a fee-only financial advisor at Family Wealth Leadership in Irvine, California. Clifford focuses on family wealth transfer, estate & legacy planning and retirement planning. Family Wealth Leadership reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Family Wealth Leadership
- **Based in:** Irvine, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $51.6M across 226 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Retirement planning, Small business owners, Founders (pre-exit)
- **Works with:** Multi-generational families, Ultra high net worth
- **CRD:** 2247660 (https://adviserinfo.sec.gov/individual/summary/2247660)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 63 (1992)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://www.familywealthleadership.com

## Frequently asked questions

### Is Clifford Kolson a fee-only financial advisor?

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

### How does Clifford charge for financial advice?

Clifford's firm, Family Wealth Leadership, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Clifford Kolson based?

Clifford Kolson is based in Irvine, California.

### What does Clifford specialize in?

Clifford's specialties include family wealth transfer, estate & legacy planning, retirement planning, small business owners and founders (pre-exit). Clifford works with multi-generational families and ultra high net worth.

### Is Clifford Kolson registered with the SEC?

Yes. Clifford Kolson is registered as an investment adviser representative in CA (CRD 2247660), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Family Wealth Leadership manage?

Family Wealth Leadership reports $51.6M across 226 accounts in assets under management.

### How do I contact Clifford Kolson?

Through Clifford's website, www.familywealthleadership.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2247660): 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://familywealthleadership.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.