Jeffrey Ostrander
Caliber Wealth Management · Ponte Vedre Beach, Florida
Jeffrey Ostrander is a fee-only financial advisor at Caliber Wealth Management in Ponte Vedre Beach, Florida, who holds the CFP credential. Caliber Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Caliber Wealth Management |
|---|---|
| Based in | Ponte Vedre Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.76B across 5,992 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, KS, TX · CRD 2043176 |
| Exams passed | Series 63 (1990) · Series 65 (2005) |
| Firm size | 24 employees |
| Disclosures | Reported; see the SEC record |
| Website | caliberkc.com |
How Jeffrey's firm compares
- Caliber Wealth Management's average account is about $294,000, from its Form ADV (assets managed divided by 5,992 accounts).
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Questions about Jeffrey
Is Jeffrey Ostrander a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and Caliber Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, Caliber Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Ostrander based?
Jeffrey Ostrander is based in Ponte Vedre Beach, Florida.
What credentials does Jeffrey Ostrander hold?
Jeffrey Ostrander holds the CFP credential.
Is Jeffrey Ostrander registered with the SEC?
Yes. Jeffrey Ostrander is registered as an investment adviser representative in FL, KS and TX (CRD 2043176), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Caliber Wealth Management manage?
Caliber Wealth Management reports $1.76B across 5,992 accounts in assets under management.
How do I contact Jeffrey Ostrander?
Through Jeffrey's website, caliberkc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Florida
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
- 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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