Ronald Kolash
Kolash Wealth Strategies · Appleton, Wisconsin
Ronald Kolash is a fee-only financial advisor at Kolash Wealth Strategies in Appleton, Wisconsin, who holds the CFP credential. Kolash Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Kolash Wealth Strategies |
|---|---|
| Based in | Appleton, Wisconsin |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $10.6M across 110 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 2378810 |
| Exams passed | Series 63 (1993) · Series 66 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kolashwealth.com |
How Ronald's firm compares
- Kolash Wealth Strategies's average account is about $96,000, from its Form ADV (assets managed divided by 110 accounts).
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Questions about Ronald
Is Ronald Kolash a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronald holds no broker registration, and Kolash Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronald charge for financial advice?
Ronald's firm, Kolash Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ronald Kolash based?
Ronald Kolash is based in Appleton, Wisconsin.
What credentials does Ronald Kolash hold?
Ronald Kolash holds the CFP credential.
Is Ronald Kolash registered with the SEC?
Yes. Ronald Kolash is registered as an investment adviser representative in WI (CRD 2378810), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kolash Wealth Strategies manage?
Kolash Wealth Strategies reports $10.6M across 110 accounts in assets under management.
How do I contact Ronald Kolash?
Through Ronald's website, www.kolashwealth.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
- 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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