Clifford Kolson
Family Wealth Leadership · Irvine, California
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.
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Specialties
Who they serve
- Multi-generational families
- Ultra high net worth
Facts
| Firm | Family Wealth Leadership |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $51.6M across 226 accounts |
| SEC registration | Investment adviser representative in CA · CRD 2247660 |
| Exams passed | Series 63 (1992) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.familywealthleadership.com |
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Questions about Clifford
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.
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
- Family Wealth Leadership 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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