# Phillip Kosmala

> Phillip Kosmala is a fee-only financial advisor at Taiko Private Wealth in Chicago, Illinois, who holds the CFA credential. Taiko Private Wealth reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Taiko Private Wealth
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $514.8M across 58 accounts
- **Credentials:** CFA
- **CRD:** 5164417 (https://adviserinfo.sec.gov/individual/summary/5164417)
- **SEC registration:** Investment adviser representative in IL, TX
- **Firm size:** 3 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Phillip Kosmala a fee-only financial advisor?

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

### How does Phillip charge for financial advice?

Phillip's firm, Taiko Private Wealth, reports charging a percentage of assets on its SEC Form ADV.

### Where is Phillip Kosmala based?

Phillip Kosmala is based in Chicago, Illinois.

### What credentials does Phillip Kosmala hold?

Phillip Kosmala holds the CFA credential.

### Is Phillip Kosmala registered with the SEC?

Yes. Phillip Kosmala is registered as an investment adviser representative in IL and TX (CRD 5164417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Taiko Private Wealth manage?

Taiko Private Wealth reports $514.8M across 58 accounts in assets under management.

### How do I contact Phillip Kosmala?

Contact details aren't on file yet. Search for Taiko Private Wealth.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5164417): 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.