John Lundin
KCM Investment Advisors · Greenbrae, California
John Lundin is a fee-only financial advisor at KCM Investment Advisors in Greenbrae, California. John focuses on retirement planning. KCM Investment Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to John →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | KCM Investment Advisors |
|---|---|
| Based in | Greenbrae, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $6.02B across 3,432 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 1032286 |
| Exams passed | Series 63 (1982) · Series 65 (2017) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.kcmadvisors.com |
Request an introduction to John
Tell John a little about what you're looking for. John isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about John
Is John Lundin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and KCM Investment 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's firm, KCM Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is John Lundin based?
John Lundin is based in Greenbrae, California.
What does John specialize in?
John's specialties include retirement planning. John works with ultra high net worth.
Is John Lundin registered with the SEC?
Yes. John Lundin is registered as an investment adviser representative in CA and TX (CRD 1032286), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KCM Investment Advisors manage?
KCM Investment Advisors reports $6.02B across 3,432 accounts in assets under management.
How do I contact John Lundin?
Through John's website, www.kcmadvisors.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
- KCM Investment 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.
See something wrong? Request a correction. Read our methodology.