# David Tsikman

> David Tsikman is a fee-only financial advisor at Kocen Financial Group in Rancho Mirage, California. David focuses on retirement planning, tax planning and estate & legacy planning. Kocen Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kocen Financial Group
- **Based in:** Rancho Mirage, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $185.9M across 773 accounts
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Family wealth transfer
- **CRD:** 7419643 (https://adviserinfo.sec.gov/individual/summary/7419643)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 66 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.kfginc.com

## Frequently asked questions

### Is David Tsikman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Kocen Financial Group 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's firm, Kocen Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Tsikman based?

David Tsikman is based in Rancho Mirage, California.

### What does David specialize in?

David's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.

### Is David Tsikman registered with the SEC?

Yes. David Tsikman is registered as an investment adviser representative in CA (CRD 7419643), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kocen Financial Group manage?

Kocen Financial Group reports $185.9M across 773 accounts in assets under management.

### How do I contact David Tsikman?

Through David's website, www.kfginc.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7419643): 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://www.kfginc.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.