# Riley Adams

> Riley Adams is a fee-only financial advisor at Daniel M Kavanaugh CPA Inc in Pleasanton, California, who holds the CPA credential. Riley charges a percentage of assets, a flat fee or retainer, a subscription and a one-time planning fee and focuses on small business owners, retirement planning and family wealth transfer.

Page: https://find.wellspent.co/advisors/riley-adams/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Firm:** Daniel M Kavanaugh CPA Inc
- **Based in:** Pleasanton, California
- **Fee model:** Percentage of assets; Flat fee or retainer; Subscription; One-time planning fee
- **Assets under management (firm):** $25M - $100M
- **Credentials:** CPA
- **Specialties:** Small business owners, Retirement planning, Family wealth transfer, Equity compensation, Crypto & digital assets, Pension planning
- **Works with:** HENRY (High Earners, Not Rich Yet), High earners, Ultra high net worth, Founders, Executives, Early-career professionals, Pre-retirees, Retirees, Multi-generational families, Real estate investors
- **Website:** https://dmkcpa.net

## About

We offer numerous financial services for small-to-midsize businesses, wealth advisory clients, and high-net worth individuals:

- Tax preparation, planning and advisory
- Financial planning
- Investment advisory
- Insurance audit
- Payroll
- Accounting and bookkeeping
- Bill pay
- Fractional CFO advisory
- R&D tax credit

## Frequently asked questions

### Is Riley Adams a fee-only financial advisor?

Yes. Riley Adams is listed in the public advisor directory (listed as fee-only).

### How does Riley charge for financial advice?

Riley charges a percentage of assets, a flat fee or retainer, a subscription and a one-time planning fee.

### Where is Riley Adams based?

Riley Adams is based in Pleasanton, California.

### What does Riley specialize in?

Riley's specialties include small business owners, retirement planning, family wealth transfer, equity compensation, crypto & digital assets and pension planning. Riley works with HENRY (High Earners, Not Rich Yet), high earners, ultra high net worth, founders and executives.

### What credentials does Riley Adams hold?

Riley Adams holds the CPA credential.

### How much does Daniel M Kavanaugh CPA Inc manage?

Daniel M Kavanaugh CPA Inc reports $25M - $100M in assets under management.

### How do I contact Riley Adams?

Through Riley's website, dmkcpa.net.

## Sources

- Public advisor directory: listed as fee-only

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