David Kim
Illumination Wealth Management · San Diego, California
David Kim is a fee-only financial advisor at Illumination Wealth Management in San Diego, California, who holds the CFP credential. David charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $18,000 a year) and focuses on flat-fee planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Real estate investors
- Executives
- Retirees
Facts
| Firm | Illumination Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $18,000 a year |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $471.1M across 1,246 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7316818 |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.illuminationwealth.com |
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Questions about David
Is David Kim a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Illumination Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David charges a flat fee or retainer and an ongoing planning fee.
How much does David charge?
According to Illumination Wealth Management's website, checked October 30, 2026: ongoing planning from $18,000 a year.
Does David work with clients virtually?
Yes. Illumination Wealth Management says on its website that it works with clients remotely.
Where is David Kim based?
David Kim is based in San Diego, California.
What does David specialize in?
David's specialties include flat-fee planning, tax planning, estate & legacy planning, real estate investors, small business owners and equity compensation. David works with founders, real estate investors, executives and retirees.
What credentials does David Kim hold?
David Kim holds the CFP credential.
Is David Kim registered with the SEC?
Yes. David Kim is registered as an investment adviser representative in CO (CRD 7316818), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Illumination Wealth Management manage?
Illumination Wealth Management reports $471.1M across 1,246 accounts in assets under management.
How do I contact David Kim?
Through David's website, www.illuminationwealth.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
- Illumination Wealth Management 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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