# Jeremy Kovacevich

> Jeremy Kovacevich is a fee-only financial advisor at Kaiyo Wealth in San Diego, California, who holds the CFP credential. Jeremy charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on retirement planning, estate & legacy planning and tax planning.

Page: https://find.wellspent.co/advisors/jeremy-kovacevich/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Kaiyo Wealth
- **Based in:** San Diego, California
- **Fee model:** Percentage of assets
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $240.1M across 294 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning
- **CRD:** 5860889 (https://adviserinfo.sec.gov/individual/summary/5860889)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.kaiyowealth.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Jeremy holds no broker registration, and Kaiyo 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 charges a percentage of assets.

### How much does Jeremy charge?

According to Kaiyo Wealth's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Does Jeremy work with clients virtually?

Yes. Kaiyo Wealth says on its website that it works with clients remotely.

### Where is Jeremy Kovacevich based?

Jeremy Kovacevich is based in San Diego, California.

### What does Jeremy specialize in?

Jeremy's specialties include retirement planning, estate & legacy planning and tax planning.

### What credentials does Jeremy Kovacevich hold?

Jeremy Kovacevich holds the CFP credential.

### Is Jeremy Kovacevich registered with the SEC?

Yes. Jeremy Kovacevich is registered as an investment adviser representative in CA and TX (CRD 5860889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Kaiyo Wealth manage?

Kaiyo Wealth reports $240.1M across 294 accounts in assets under management.

### How do I contact Jeremy Kovacevich?

Through Jeremy's website, www.kaiyowealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5860889): 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
- The firm's website (https://kaiyowealth.com/): specialties, clients served, and fees, checked October 30, 2026

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