Joshua Loveall
KB Financial Advisors · San Francisco, California
Joshua Loveall is a fee-only financial advisor at KB Financial Advisors in San Francisco, California, who holds the CFP credential. Joshua charges a percentage of assets and an ongoing planning fee (ongoing planning from $20,000 a year) and focuses on equity compensation, founders (pre-exit) and tax planning.
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Specialties
Who they serve
- Tech employees
- Founders
- High earners
Facts
| Firm | KB Financial Advisors |
|---|---|
| Based in | San Francisco, California |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $20,000 a year |
| Accepting new clients | Yes |
| Assets under management | $115.5M across 386 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NY, TN, TX · CRD 5758713 |
| Exams passed | Series 65 (2010) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.kbfinancialadvisors.com |
| Profile |
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Questions about Joshua
Is Joshua Loveall a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and KB Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua charges a percentage of assets and an ongoing planning fee.
How much does Joshua charge?
According to KB Financial Advisors's website, checked October 30, 2026: ongoing planning from $20,000 a year.
Where is Joshua Loveall based?
Joshua Loveall is based in San Francisco, California.
What does Joshua specialize in?
Joshua's specialties include equity compensation, founders (pre-exit), tax planning and retirement planning. Joshua works with tech employees, founders and high earners.
What credentials does Joshua Loveall hold?
Joshua Loveall holds the CFP credential.
Is Joshua Loveall registered with the SEC?
Yes. Joshua Loveall is registered as an investment adviser representative in CA, NY, TN and TX (CRD 5758713), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KB Financial Advisors manage?
KB Financial Advisors reports $115.5M across 386 accounts in assets under management.
How do I contact Joshua Loveall?
Through Joshua's website, www.kbfinancialadvisors.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
- KB 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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