Kenneth Cala
Lowery Thomas · Alameda, California
Kenneth Cala is a fee-only financial advisor at Lowery Thomas in Alameda, California, who holds the CFP credential. Kenneth focuses on tax planning, estate & legacy planning and retirement planning. Lowery Thomas reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- High earners
Facts
| Firm | Lowery Thomas |
|---|---|
| Based in | Alameda, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $385.8M across 617 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 4357683 |
| Exams passed | Series 65 (2001) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.lowerythomas.com |
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Questions about Kenneth
Is Kenneth Cala a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kenneth holds no broker registration, and Lowery Thomas reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kenneth charge for financial advice?
Kenneth's firm, Lowery Thomas, reports charging a percentage of assets on its SEC Form ADV.
Where is Kenneth Cala based?
Kenneth Cala is based in Alameda, California.
What does Kenneth specialize in?
Kenneth's specialties include tax planning, estate & legacy planning, retirement planning and equity compensation. Kenneth works with high earners.
What credentials does Kenneth Cala hold?
Kenneth Cala holds the CFP credential.
Is Kenneth Cala registered with the SEC?
Yes. Kenneth Cala is registered as an investment adviser representative in CA (CRD 4357683), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lowery Thomas manage?
Lowery Thomas reports $385.8M across 617 accounts in assets under management.
How do I contact Kenneth Cala?
Through Kenneth's website, www.lowerythomas.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
- Lowery Thomas 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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