Erik Bagley
Kotys Wealth Professionals · Folsom, California
Erik Bagley is a fee-only financial advisor at Kotys Wealth Professionals in Folsom, California. Erik focuses on retirement planning, estate & legacy planning and tax planning. Kotys Wealth Professionals reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
- Founders
- Multi-generational families
- Pre-retirees
- Retirees
Facts
| Firm | Kotys Wealth Professionals |
|---|---|
| Based in | Folsom, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $308.0M across 885 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6824405 |
| Exams passed | Series 66 (2017) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kotyswealthpro.com |
| Profile |
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Questions about Erik
Is Erik Bagley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Kotys Wealth Professionals reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Kotys Wealth Professionals, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Erik work with clients virtually?
Yes. Kotys Wealth Professionals says on its website that it works with clients remotely.
Where is Erik Bagley based?
Erik Bagley is based in Folsom, California.
What does Erik specialize in?
Erik's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit), family wealth transfer and small business owners. Erik works with high earners, executives, founders, multi-generational families and pre-retirees.
Is Erik Bagley registered with the SEC?
Yes. Erik Bagley is registered as an investment adviser representative in CA (CRD 6824405), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kotys Wealth Professionals manage?
Kotys Wealth Professionals reports $308.0M across 885 accounts in assets under management.
How do I contact Erik Bagley?
Through Erik's website, www.kotyswealthpro.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
- Kotys Wealth Professionals 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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