Kelli Burger
Weatherly Asset Management · Del Mar, California
Kelli Burger is a fee-only financial advisor at Weatherly Asset Management in Del Mar, California, who holds the CFP credential. Kelli focuses on small business owners, founders (pre-exit) and estate & legacy planning. Weatherly Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
Facts
| Firm | Weatherly Asset Management |
|---|---|
| Based in | Del Mar, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.68B across 1,348 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5966559 |
| Exams passed | Series 65 (2012) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.weatherlyassetmgt.com |
How Kelli's firm compares
- Weatherly Asset Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,348 accounts).
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Questions about Kelli
Is Kelli Burger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelli holds no broker registration, and Weatherly Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelli charge for financial advice?
Kelli's firm, Weatherly Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelli Burger based?
Kelli Burger is based in Del Mar, California.
What does Kelli specialize in?
Kelli's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Kelli works with founders.
What credentials does Kelli Burger hold?
Kelli Burger holds the CFP credential.
Is Kelli Burger registered with the SEC?
Yes. Kelli Burger is registered as an investment adviser representative in CA (CRD 5966559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Weatherly Asset Management manage?
Weatherly Asset Management reports $1.68B across 1,348 accounts in assets under management.
How do I contact Kelli Burger?
Through Kelli's website, www.weatherlyassetmgt.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
- Weatherly Asset 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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