# Kristopher Kalish

> Kristopher Kalish is a fee-only financial advisor at The Kalish Group in Aurora, Illinois. The Kalish Group reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kristopher-kalish/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** The Kalish Group
- **Based in:** Aurora, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $29.1M across 68 accounts
- **CRD:** 6487317 (https://adviserinfo.sec.gov/individual/summary/6487317)
- **SEC registration:** Investment adviser representative in CA, IL
- **Exams passed:** Series 66 (2016)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://thekalishgrp.com

## Frequently asked questions

### Is Kristopher Kalish a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kristopher holds no broker registration, and The Kalish Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kristopher charge for financial advice?

Kristopher's firm, The Kalish Group, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kristopher Kalish based?

Kristopher Kalish is based in Aurora, Illinois.

### Is Kristopher Kalish registered with the SEC?

Yes. Kristopher Kalish is registered as an investment adviser representative in CA and IL (CRD 6487317), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does The Kalish Group manage?

The Kalish Group reports $29.1M across 68 accounts in assets under management.

### How do I contact Kristopher Kalish?

Through Kristopher's website, thekalishgrp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6487317): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.