Honna Li
KCM Investment Advisors · Greenbrae, California
Honna Li is a fee-only financial advisor at KCM Investment Advisors in Greenbrae, California, who holds the CFP credential. Honna focuses on retirement planning. KCM Investment Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | KCM Investment Advisors |
|---|---|
| Based in | Greenbrae, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $6.02B across 3,432 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2705564 |
| Exams passed | Series 63 (1996) · Series 66 (2006) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.kcmadvisors.com |
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Questions about Honna
Is Honna Li a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Honna holds no broker registration, and KCM Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Honna charge for financial advice?
Honna's firm, KCM Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Honna Li based?
Honna Li is based in Greenbrae, California.
What does Honna specialize in?
Honna's specialties include retirement planning. Honna works with ultra high net worth.
What credentials does Honna Li hold?
Honna Li holds the CFP credential.
Is Honna Li registered with the SEC?
Yes. Honna Li is registered as an investment adviser representative in CA (CRD 2705564), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KCM Investment Advisors manage?
KCM Investment Advisors reports $6.02B across 3,432 accounts in assets under management.
How do I contact Honna Li?
Through Honna's website, www.kcmadvisors.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
- KCM Investment Advisors 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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