Jeremy Keating
Cosmos Wealth · La Jolla, California
Jeremy Keating is a fee-only financial advisor at Cosmos Wealth in La Jolla, California. Jeremy focuses on retirement planning, tax planning and estate & legacy planning. Cosmos Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Ultra high net worth
Facts
| Firm | Cosmos Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Accepting new clients | Yes |
| Assets under management | $191.5M across 135 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4591177 |
| Exams passed | Series 66 (2003) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | cosmoswealth.com |
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Questions about Jeremy
Is Jeremy Keating a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Cosmos Wealth 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, Cosmos Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jeremy Keating based?
Jeremy Keating is based in La Jolla, California.
What does Jeremy specialize in?
Jeremy's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer. Jeremy works with pre-retirees, retirees and ultra high net worth.
Is Jeremy Keating registered with the SEC?
Yes. Jeremy Keating is registered as an investment adviser representative in CA (CRD 4591177), 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 Cosmos Wealth manage?
Cosmos Wealth reports $191.5M across 135 accounts in assets under management.
How do I contact Jeremy Keating?
Through Jeremy's website, cosmoswealth.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
- Cosmos Wealth 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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