# Emily Bushong

> Emily Bushong is a fee-only financial advisor at Kaizen Financial Advisors in Canyon Lake, California, who holds the CFP credential. Emily focuses on equity compensation, retirement planning and small business owners. Kaizen Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Kaizen Financial Advisors
- **Based in:** Canyon Lake, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $283.7M across 626 accounts
- **Credentials:** CFP
- **Specialties:** Equity compensation, Retirement planning, Small business owners
- **Works with:** Executives, Tech employees, Pre-retirees, Early-career professionals, Founders
- **CRD:** 4550129 (https://adviserinfo.sec.gov/individual/summary/4550129)
- **SEC registration:** Investment adviser representative in CA, WA
- **Exams passed:** Series 66 (2007)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.kaizenfa.com

## Frequently asked questions

### Is Emily Bushong a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and Kaizen Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Emily charge for financial advice?

Emily's firm, Kaizen Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Emily Bushong based?

Emily Bushong is based in Canyon Lake, California.

### What does Emily specialize in?

Emily's specialties include equity compensation, retirement planning and small business owners. Emily works with executives, tech employees, pre-retirees, early-career professionals and founders.

### What credentials does Emily Bushong hold?

Emily Bushong holds the CFP credential.

### Is Emily Bushong registered with the SEC?

Yes. Emily Bushong is registered as an investment adviser representative in CA and WA (CRD 4550129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kaizen Financial Advisors manage?

Kaizen Financial Advisors reports $283.7M across 626 accounts in assets under management.

### How do I contact Emily Bushong?

Through Emily's website, www.kaizenfa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4550129): 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.kaizenfa.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.