Kelly Roemers
Statherós Financial Solutions · San Jose, California
Kelly Roemers is a fee-only financial advisor at Statherós Financial Solutions in San Jose, California. Kelly focuses on retirement planning. Statherós Financial Solutions reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
- Pre-retirees
Facts
| Firm | Statherós Financial Solutions |
|---|---|
| Based in | San Jose, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $926.2M across 1,430 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4387930 |
| Exams passed | Series 65 (2016) |
| Firm size | 15 employees |
| Disclosures | None reported |
| Website | www.statherosfinancial.com |
| Profile |
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Questions about Kelly
Is Kelly Roemers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Statherós Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Statherós Financial Solutions, reports charging a percentage of assets on its SEC Form ADV.
Where is Kelly Roemers based?
Kelly Roemers is based in San Jose, California.
What does Kelly specialize in?
Kelly's specialties include retirement planning. Kelly works with high earners and pre-retirees.
Is Kelly Roemers registered with the SEC?
Yes. Kelly Roemers is registered as an investment adviser representative in CA (CRD 4387930), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Statherós Financial Solutions manage?
Statherós Financial Solutions reports $926.2M across 1,430 accounts in assets under management.
How do I contact Kelly Roemers?
Through Kelly's website, www.statherosfinancial.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
- Statherós Financial Solutions 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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