Kathleen Adams
Second 50 Financial · Manhattan Beach, California
Kathleen Adams is a fee-only financial advisor at Second 50 Financial in Manhattan Beach, California, who holds the CFP credential. Kathleen focuses on retirement planning, estate & legacy planning and tax planning. Second 50 Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Ultra high net worth
Facts
| Firm | Second 50 Financial |
|---|---|
| Based in | Manhattan Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $341.6M across 498 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, CA, TX · CRD 3266692 |
| Exams passed | Series 66 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | second50financial.com |
| Profile |
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Questions about Kathleen
Is Kathleen Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen holds no broker registration, and Second 50 Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kathleen charge for financial advice?
Kathleen's firm, Second 50 Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Adams based?
Kathleen Adams is based in Manhattan Beach, California.
What does Kathleen specialize in?
Kathleen's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Kathleen works with retirees, pre-retirees and ultra high net worth.
What credentials does Kathleen Adams hold?
Kathleen Adams holds the CFP credential.
Is Kathleen Adams registered with the SEC?
Yes. Kathleen Adams is registered as an investment adviser representative in AZ, CA and TX (CRD 3266692), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Second 50 Financial manage?
Second 50 Financial reports $341.6M across 498 accounts in assets under management.
How do I contact Kathleen Adams?
Through Kathleen's website, second50financial.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
- Second 50 Financial 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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