Kristian Blom
Blom Levy & Co · Santa Barbara, California
Kristian Blom is a fee-only financial advisor at Blom Levy & Co in Santa Barbara, California. Kristian charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $8,000 a year and no asset minimum) and focuses on estate & legacy planning, tax planning and divorce financial planning.
Request an introduction to Kristian →
Specialties
Who they serve
- Divorced individuals
- Mid-life transitions
Facts
| Firm | Blom Levy & Co |
|---|---|
| Based in | Santa Barbara, California |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $8,000 a year · No asset minimum |
| Assets under management | $5.4M across 24 accounts |
| SEC registration | Investment adviser representative in CA · CRD 5479764 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.blomlevy.com |
Request an introduction to Kristian
Tell Kristian a little about what you're looking for. Kristian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kristian
Is Kristian Blom a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kristian holds no broker registration, and Blom Levy & Co reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kristian charge for financial advice?
Kristian charges a flat fee or retainer and an ongoing planning fee.
How much does Kristian charge?
According to Blom Levy & Co's website, checked October 30, 2026: ongoing planning from $8,000 a year; no asset minimum.
Where is Kristian Blom based?
Kristian Blom is based in Santa Barbara, California.
What does Kristian specialize in?
Kristian's specialties include estate & legacy planning, tax planning, divorce financial planning and flat-fee planning. Kristian works with divorced individuals and mid-life transitions.
Is Kristian Blom registered with the SEC?
Yes. Kristian Blom is registered as an investment adviser representative in CA (CRD 5479764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Blom Levy & Co manage?
Blom Levy & Co reports $5.4M across 24 accounts in assets under management.
How do I contact Kristian Blom?
Through Kristian's website, www.blomlevy.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
- Blom Levy & Co 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.
See something wrong? Request a correction. Read our methodology.