Kaley Klepps
KOM Wealth Management · Appleton, Wisconsin
Kaley Klepps is a fee-only financial advisor at KOM Wealth Management in Appleton, Wisconsin. Kaley focuses on retirement planning, tax planning and estate & legacy planning. KOM Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | KOM Wealth Management |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $407.8M across 2,126 accounts |
| SEC registration | Investment adviser representative in TX, WI · CRD 7414274 |
| Exams passed | Series 65 (2021) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.onekom.com |
| Profile |
How Kaley's firm compares
- KOM Wealth Management's average account is about $192,000, from its Form ADV (assets managed divided by 2,126 accounts).
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Questions about Kaley
Is Kaley Klepps a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaley holds no broker registration, and KOM Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaley charge for financial advice?
Kaley's firm, KOM Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kaley Klepps based?
Kaley Klepps is based in Appleton, Wisconsin.
What does Kaley specialize in?
Kaley's specialties include retirement planning, tax planning and estate & legacy planning.
Is Kaley Klepps registered with the SEC?
Yes. Kaley Klepps is registered as an investment adviser representative in TX and WI (CRD 7414274), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KOM Wealth Management manage?
KOM Wealth Management reports $407.8M across 2,126 accounts in assets under management.
How do I contact Kaley Klepps?
Through Kaley's website, www.onekom.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
- KOM Wealth Management 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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