Vladimir Kouznetsov
Retegy LLC · Irvine, California
Vladimir Kouznetsov is a fee-only financial advisor at Retegy LLC in Irvine, California, who holds the CFP and EA credentials. Vladimir focuses on retirement planning and tax planning. Retegy LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Retegy LLC |
|---|---|
| Based in | Irvine, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $8.1M across 36 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, WA · CRD 6297202 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | retegy.com |
| Profile |
How Vladimir's firm compares
- Retegy LLC's average account is about $225,000, from its Form ADV (assets managed divided by 36 accounts).
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Questions about Vladimir
Is Vladimir Kouznetsov a fee-only financial advisor?
Yes. Vladimir Kouznetsov is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Vladimir's firm.
How does Vladimir charge for financial advice?
Vladimir's firm, Retegy LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Vladimir work with clients virtually?
Yes. Retegy LLC says on its website that it works with clients remotely.
Where is Vladimir Kouznetsov based?
Vladimir Kouznetsov is based in Irvine, California.
What does Vladimir specialize in?
Vladimir's specialties include retirement planning and tax planning. Vladimir works with pre-retirees.
What credentials does Vladimir Kouznetsov hold?
Vladimir Kouznetsov holds the CFP and EA credentials.
Is Vladimir Kouznetsov registered with the SEC?
Yes. Vladimir Kouznetsov is registered as an investment adviser representative in CA and WA (CRD 6297202), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Retegy LLC manage?
Retegy LLC reports $8.1M across 36 accounts in assets under management.
How do I contact Vladimir Kouznetsov?
Through Vladimir's website, retegy.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Retegy LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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