Michelle Durgy
KCM Investment Advisors · Greenbrae, California
Michelle Durgy is a fee-only financial advisor at KCM Investment Advisors in Greenbrae, California. Michelle focuses on retirement planning. KCM Investment Advisors reports charging a percentage of assets on its Form ADV.
Request an introduction to Michelle →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | KCM Investment Advisors |
|---|---|
| Based in | Greenbrae, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $6.02B across 3,432 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 3274680 |
| Exams passed | Series 63 (2006) · Series 65 (2017) · Series 66 (1999) |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | www.kcmadvisors.com |
| Profile |
Request an introduction to Michelle
Tell Michelle a little about what you're looking for. Michelle 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 Michelle
Is Michelle Durgy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michelle holds no broker registration, and KCM Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michelle charge for financial advice?
Michelle's firm, KCM Investment Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Michelle Durgy based?
Michelle Durgy is based in Greenbrae, California.
What does Michelle specialize in?
Michelle's specialties include retirement planning. Michelle works with ultra high net worth.
Is Michelle Durgy registered with the SEC?
Yes. Michelle Durgy is registered as an investment adviser representative in CA and TX (CRD 3274680), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KCM Investment Advisors manage?
KCM Investment Advisors reports $6.02B across 3,432 accounts in assets under management.
How do I contact Michelle Durgy?
Through Michelle's website, www.kcmadvisors.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
- KCM Investment Advisors 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.