Kay Oh
Integris Wealth Management · Monterey, California
Kay Oh is a fee-only financial advisor at Integris Wealth Management in Monterey, California. Integris Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Integris Wealth Management |
|---|---|
| Based in | Monterey, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $812.0M across 1,276 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6268701 |
| Exams passed | Series 63 (2013) · Series 65 (2024) |
| Firm size | 18 employees |
| Disclosures | None reported |
| Website | www.integriswealth.com |
How Kay's firm compares
- Integris Wealth Management's average account is about $636,000, from its Form ADV (assets managed divided by 1,276 accounts).
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Questions about Kay
Is Kay Oh a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kay holds no broker registration, and Integris Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kay charge for financial advice?
Kay's firm, Integris Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kay Oh based?
Kay Oh is based in Monterey, California.
Is Kay Oh registered with the SEC?
Yes. Kay Oh is registered as an investment adviser representative in CA and TX (CRD 6268701), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Integris Wealth Management manage?
Integris Wealth Management reports $812.0M across 1,276 accounts in assets under management.
How do I contact Kay Oh?
Through Kay's website, www.integriswealth.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
- 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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