John Kamola
JW Financial Advisors · Santa Rosa, California
John Kamola is a fee-only financial advisor at JW Financial Advisors in Santa Rosa, California, who holds the CFP credential. John charges a flat fee or retainer, hourly fees and a percentage of assets (0.5%–2% a year of assets managed) and focuses on retirement planning and small business owners.
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Specialties
Facts
| Firm | JW Financial Advisors |
|---|---|
| Based in | Santa Rosa, California |
| Fee model | Flat fee or retainer · Hourly · Percentage of assets |
| Fees (firm's website) | 0.5%–2% a year of assets managed |
| Assets under management | $13.7M across 48 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4519980 |
| Exams passed | Series 63 (2002) · Series 65 (2003) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.jwfinancial.com |
| Profile |
How John's firm compares
- JW Financial Advisors's average account is about $285,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about John
Is John Kamola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and JW Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John charges a flat fee or retainer, hourly fees and a percentage of assets.
How much does John charge?
According to JW Financial Advisors's website, checked October 30, 2026: 0.5%–2% a year of assets managed.
Where is John Kamola based?
John Kamola is based in Santa Rosa, California.
What does John specialize in?
John's specialties include retirement planning and small business owners.
What credentials does John Kamola hold?
John Kamola holds the CFP credential.
Is John Kamola registered with the SEC?
Yes. John Kamola is registered as an investment adviser representative in CA (CRD 4519980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does JW Financial Advisors manage?
JW Financial Advisors reports $13.7M across 48 accounts in assets under management.
How do I contact John Kamola?
Through John's website, www.jwfinancial.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
- JW Financial 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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