Jivko Velev
Velev Advisors · Los Angeles, California
Jivko Velev is a fee-only financial advisor at Velev Advisors in Los Angeles, California. Jivko focuses on estate & legacy planning, retirement planning and small business owners. Velev Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Velev Advisors |
|---|---|
| Based in | Los Angeles, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.7M across 2 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6644638 |
| Exams passed | Series 65 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.velevadvisors.com |
How Jivko's firm compares
- Velev Advisors's average account is about $848,000, from its Form ADV (assets managed divided by 2 accounts).
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Questions about Jivko
Is Jivko Velev a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jivko holds no broker registration, and Velev Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jivko charge for financial advice?
Jivko's firm, Velev Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jivko Velev based?
Jivko Velev is based in Los Angeles, California.
What does Jivko specialize in?
Jivko's specialties include estate & legacy planning, retirement planning and small business owners.
Is Jivko Velev registered with the SEC?
Yes. Jivko Velev is registered as an investment adviser representative in CA (CRD 6644638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Velev Advisors manage?
Velev Advisors reports $1.7M across 2 accounts in assets under management.
How do I contact Jivko Velev?
Through Jivko's website, www.velevadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Los Angeles
Other advisors in California who focus on estate & legacy planning
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
- Velev Advisors 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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