# Kyle Kiser

> Kyle Kiser is a fee-only financial advisor at Sikorski Wealth Management in San Diego, California. Kyle focuses on retirement planning and estate & legacy planning. Sikorski Wealth Management reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/kyle-kiser/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sikorski Wealth Management
- **Based in:** San Diego, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $139.6M across 644 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6501148 (https://adviserinfo.sec.gov/individual/summary/6501148)
- **SEC registration:** Investment adviser representative in AZ
- **Exams passed:** Series 66 (2015)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.sikorskiwealthmgmt.com

## Frequently asked questions

### Is Kyle Kiser a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kyle holds no broker registration, and Sikorski Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kyle charge for financial advice?

Kyle's firm, Sikorski Wealth Management, reports charging a percentage of assets on its SEC Form ADV.

### Where is Kyle Kiser based?

Kyle Kiser is based in San Diego, California.

### What does Kyle specialize in?

Kyle's specialties include retirement planning and estate & legacy planning. Kyle works with pre-retirees and retirees.

### Is Kyle Kiser registered with the SEC?

Yes. Kyle Kiser is registered as an investment adviser representative in AZ (CRD 6501148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sikorski Wealth Management manage?

Sikorski Wealth Management reports $139.6M across 644 accounts in assets under management.

### How do I contact Kyle Kiser?

Through Kyle's website, www.sikorskiwealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6501148): 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
- The firm's website (https://www.sikorskiwealthmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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