Joseph Kalmanovitz
Canter Wealth · La Jolla, California
Joseph Kalmanovitz is a fee-only financial advisor at Canter Wealth in La Jolla, California, who holds the CFP credential. Joseph focuses on retirement planning, tax planning and estate & legacy planning. Canter Wealth reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Canter Wealth |
|---|---|
| Based in | La Jolla, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $386.5M across 280 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4492517 |
| Exams passed | Series 65 (2018) · Series 66 (2002) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.canterwealth.com |
How Joseph's firm compares
- Canter Wealth's average account is about $1.4 million, from its Form ADV (assets managed divided by 280 accounts).
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Questions about Joseph
Is Joseph Kalmanovitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Canter Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Canter Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joseph Kalmanovitz based?
Joseph Kalmanovitz is based in La Jolla, California.
What does Joseph specialize in?
Joseph's specialties include retirement planning, tax planning and estate & legacy planning. Joseph works with pre-retirees and retirees.
What credentials does Joseph Kalmanovitz hold?
Joseph Kalmanovitz holds the CFP credential.
Is Joseph Kalmanovitz registered with the SEC?
Yes. Joseph Kalmanovitz is registered as an investment adviser representative in CA and TX (CRD 4492517), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canter Wealth manage?
Canter Wealth reports $386.5M across 280 accounts in assets under management.
How do I contact Joseph Kalmanovitz?
Through Joseph's website, www.canterwealth.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
- Canter 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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