Jeremy Kallmann
Maclean Capital Advisors · Indian Wells, California
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.
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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 | $222.1M across 393 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8261232 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.macleancapitalfacebook.com/macleancapital |
How Jeremy's firm compares
- Maclean Capital Advisors's average account is about $565,000, from its Form ADV (assets managed divided by 393 accounts).
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Questions about Jeremy
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.
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
- 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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