Jeremy Kovacevich
Kaiyo Wealth · San Diego, California
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.
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Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $240.1M across 294 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5860889 |
| Exams passed | Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kaiyowealth.com |
| Profile |
How Jeremy's firm compares
- Kaiyo Wealth's average account is about $817,000, from its Form ADV (assets managed divided by 294 accounts).
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Questions about Jeremy
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.
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
- Kaiyo 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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