# Jeremy Kallmann

> Jeremy Kallmann is a fee-only financial advisor at Maclean Capital Advisors in Indian Wells, California. Maclean Capital Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeremy-kallmann/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Maclean Capital Advisors
- **Based in:** Indian Wells, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $222.1M across 393 accounts
- **CRD:** 8261232 (https://adviserinfo.sec.gov/individual/summary/8261232)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2026)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.macleancapitalfacebook.com/macleancapital

## Frequently asked questions

### Is Jeremy Kallmann a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Maclean Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jeremy charge for financial advice?

Jeremy's firm, Maclean Capital Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeremy Kallmann based?

Jeremy Kallmann is based in Indian Wells, California.

### Is Jeremy Kallmann registered with the SEC?

Yes. Jeremy Kallmann is registered as an investment adviser representative in CA (CRD 8261232), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Maclean Capital Advisors manage?

Maclean Capital Advisors reports $222.1M across 393 accounts in assets under management.

### How do I contact Jeremy Kallmann?

Through Jeremy's website, www.macleancapitalfacebook.com/macleancapital.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8261232): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.