Kyle Kiser
Sikorski Wealth Management · San Diego, California
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.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Sikorski Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $139.6M across 644 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 6501148 |
| Exams passed | Series 66 (2015) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.sikorskiwealthmgmt.com |
| Profile |
How Kyle's firm compares
- Sikorski Wealth Management's average account is about $217,000, from its Form ADV (assets managed divided by 644 accounts).
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Questions about Kyle
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.
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
- Sikorski Wealth Management 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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