Jaime Boyer
Kachkovsky & Fisher · San Diego, California
Jaime Boyer is a fee-only financial advisor at Kachkovsky & Fisher in San Diego, California. Jaime focuses on retirement planning, estate & legacy planning and small business owners. Kachkovsky & Fisher reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Kachkovsky & Fisher |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $305.1M across 442 accounts |
| SEC registration | Investment adviser representative in AZ, CA · CRD 2943508 |
| Exams passed | Series 66 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | kfria.com |
How Jaime's firm compares
- Kachkovsky & Fisher's average account is about $690,000, from its Form ADV (assets managed divided by 442 accounts).
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Questions about Jaime
Is Jaime Boyer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jaime holds no broker registration, and Kachkovsky & Fisher reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jaime charge for financial advice?
Jaime's firm, Kachkovsky & Fisher, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jaime Boyer based?
Jaime Boyer is based in San Diego, California.
What does Jaime specialize in?
Jaime's specialties include retirement planning, estate & legacy planning and small business owners.
Is Jaime Boyer registered with the SEC?
Yes. Jaime Boyer is registered as an investment adviser representative in AZ and CA (CRD 2943508), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kachkovsky & Fisher manage?
Kachkovsky & Fisher reports $305.1M across 442 accounts in assets under management.
How do I contact Jaime Boyer?
Through Jaime's website, kfria.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
- Kachkovsky & Fisher 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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