George Kao
Reach One Teach One Financial · Phoenix, Arizona
George Kao is a fee-only financial advisor at Reach One Teach One Financial in Phoenix, Arizona, who holds the CFP, ChFC and CKA credentials. George charges a percentage of assets, hourly fees and a flat fee or retainer ($450 an hour and 1.25% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Reach One Teach One Financial |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets · Hourly · Flat fee or retainer |
| Fees (firm's website) | $450 an hour · 1.25% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $8.3M across 120 accounts |
| Credentials | CFP · ChFC · CKA · CRPC · MBA |
| SEC registration | Investment adviser representative in AZ · CRD 7114190 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | r1t1.com |
| Profile |
How George's firm compares
- The hourly rate is $450, above the US median of $300 for fee-only firms that publish prices.
- Reach One Teach One Financial's average account is about $69,000, from its Form ADV (assets managed divided by 120 accounts).
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Questions about George
Is George Kao a fee-only financial advisor?
Yes. George Kao is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by George's firm.
How does George charge for financial advice?
George charges a percentage of assets, hourly fees and a flat fee or retainer.
How much does George charge?
According to Reach One Teach One Financial's website, checked October 28, 2026: $450 an hour; 1.25% a year on the first tier of assets managed; no asset minimum.
Where is George Kao based?
George Kao is based in Phoenix, Arizona.
What does George specialize in?
George's specialties include retirement planning, estate & legacy planning, tax planning and sustainable & impact investing. George works with retirees and pre-retirees.
What credentials does George Kao hold?
George Kao holds the CFP, ChFC, CKA, CRPC and MBA credentials.
Is George Kao registered with the SEC?
Yes. George Kao is registered as an investment adviser representative in AZ (CRD 7114190), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Reach One Teach One Financial manage?
Reach One Teach One Financial reports $8.3M across 120 accounts in assets under management.
How do I contact George Kao?
Through George's website, r1t1.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Reach One Teach One Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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