Karl Kohne
Matt Calcagno · San Diego, California
Karl Kohne is a fee-only financial advisor at Matt Calcagno in San Diego, California, who holds the CFP credential. Karl focuses on retirement planning. Matt Calcagno reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Matt Calcagno |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $489.0M across 1,279 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 8267351 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | mattcalcagno.com |
How Karl's firm compares
- Matt Calcagno's average account is about $382,000, from its Form ADV (assets managed divided by 1,279 accounts).
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Questions about Karl
Is Karl Kohne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Karl holds no broker registration, and Matt Calcagno reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Karl charge for financial advice?
Karl's firm, Matt Calcagno, reports charging a percentage of assets on its SEC Form ADV.
Where is Karl Kohne based?
Karl Kohne is based in San Diego, California.
What does Karl specialize in?
Karl's specialties include retirement planning. Karl works with pre-retirees.
What credentials does Karl Kohne hold?
Karl Kohne holds the CFP credential.
Is Karl Kohne registered with the SEC?
Yes. Karl Kohne is registered as an investment adviser representative in CA (CRD 8267351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Matt Calcagno manage?
Matt Calcagno reports $489.0M across 1,279 accounts in assets under management.
How do I contact Karl Kohne?
Through Karl's website, mattcalcagno.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
- Matt Calcagno 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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