Ronnie Kahn
Accumulation Strategies · Woodland Hills, California
Ronnie Kahn is a fee-only financial advisor at Accumulation Strategies in Woodland Hills, California, who holds the CFP credential. Accumulation Strategies reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Accumulation Strategies |
|---|---|
| Based in | Woodland Hills, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $29.6M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 2346778 |
| Exams passed | Series 63 (1993) · Series 65 (1997) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.accumulationstrategies.com |
| Profile |
How Ronnie's firm compares
- Accumulation Strategies's average account is about $896,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Ronnie
Is Ronnie Kahn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronnie holds no broker registration, and Accumulation Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ronnie charge for financial advice?
Ronnie's firm, Accumulation Strategies, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Ronnie Kahn based?
Ronnie Kahn is based in Woodland Hills, California.
What credentials does Ronnie Kahn hold?
Ronnie Kahn holds the CFP credential.
Is Ronnie Kahn registered with the SEC?
Yes. Ronnie Kahn is registered as an investment adviser representative in CA (CRD 2346778), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Accumulation Strategies manage?
Accumulation Strategies reports $29.6M across 33 accounts in assets under management.
How do I contact Ronnie Kahn?
Through Ronnie's website, www.accumulationstrategies.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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