John Wills
Kocen Financial Group · Rancho Mirage, California
John Wills is a fee-only financial advisor at Kocen Financial Group in Rancho Mirage, California. John focuses on retirement planning, tax planning and estate & legacy planning. Kocen Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to John →
Specialties
Facts
| Firm | Kocen Financial Group |
|---|---|
| Based in | Rancho Mirage, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $185.9M across 773 accounts |
| SEC registration | Investment adviser representative in CA · CRD 6321945 |
| Exams passed | Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.kfginc.com |
How John's firm compares
- Kocen Financial Group's average account is about $240,000, from its Form ADV (assets managed divided by 773 accounts).
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 Wills a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Kocen Financial Group 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, Kocen Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is John Wills based?
John Wills is based in Rancho Mirage, California.
What does John specialize in?
John's specialties include retirement planning, tax planning, estate & legacy planning and family wealth transfer.
Is John Wills registered with the SEC?
Yes. John Wills is registered as an investment adviser representative in CA (CRD 6321945), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kocen Financial Group manage?
Kocen Financial Group reports $185.9M across 773 accounts in assets under management.
How do I contact John Wills?
Through John's website, www.kfginc.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
- Kocen Financial Group 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.