Jackie Kleinman
KB Financial Advisors · San Francisco, California
Jackie Kleinman is a fee-only financial advisor at KB Financial Advisors in San Francisco, California, who holds the CFP credential. Jackie charges a percentage of assets and an ongoing planning fee (ongoing planning from $20,000 a year) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
- Founders
- High earners
Facts
| Firm | KB Financial Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $20,000 a year |
| Accepting new clients | Yes |
| Assets under management | $115.5M across 386 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY · CRD 2825879 |
| Exams passed | Series 63 (1996) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kbfinancialadvisors.com |
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Questions about Jackie
Is Jackie Kleinman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jackie holds no broker registration, and KB Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jackie charge for financial advice?
Jackie charges a percentage of assets and an ongoing planning fee.
How much does Jackie charge?
According to KB Financial Advisors's website, checked October 30, 2026: ongoing planning from $20,000 a year.
Where is Jackie Kleinman based?
Jackie Kleinman is based in San Francisco, California.
What does Jackie specialize in?
Jackie's specialties include equity compensation, founders (pre-exit), tax planning and retirement planning. Jackie works with tech employees, founders and high earners.
What credentials does Jackie Kleinman hold?
Jackie Kleinman holds the CFP credential.
Is Jackie Kleinman registered with the SEC?
Yes. Jackie Kleinman is registered as an investment adviser representative in CA and NY (CRD 2825879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KB Financial Advisors manage?
KB Financial Advisors reports $115.5M across 386 accounts in assets under management.
How do I contact Jackie Kleinman?
Through Jackie's website, www.kbfinancialadvisors.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
- KB Financial 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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