Wesley Kotys
Kotys Wealth Professionals · Valparaiso, Indiana
Wesley Kotys is a fee-only financial advisor at Kotys Wealth Professionals in Valparaiso, Indiana, who holds the CFP credential. Wesley focuses on retirement planning, estate & legacy planning and tax planning. Kotys Wealth Professionals reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
- Founders
- Multi-generational families
- Pre-retirees
- Retirees
Facts
| Firm | Kotys Wealth Professionals |
|---|---|
| Based in | Valparaiso, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $308.0M across 885 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN · CRD 4051934 |
| Exams passed | Series 63 (1999) · Series 65 (2001) · Series 66 (2007) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.kotyswealthpro.com |
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Questions about Wesley
Is Wesley Kotys a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Wesley holds no broker registration, and Kotys Wealth Professionals reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Wesley charge for financial advice?
Wesley's firm, Kotys Wealth Professionals, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Does Wesley work with clients virtually?
Yes. Kotys Wealth Professionals says on its website that it works with clients remotely.
Where is Wesley Kotys based?
Wesley Kotys is based in Valparaiso, Indiana.
What does Wesley specialize in?
Wesley's specialties include retirement planning, estate & legacy planning, tax planning, founders (pre-exit), family wealth transfer and small business owners. Wesley works with high earners, executives, founders, multi-generational families and pre-retirees.
What credentials does Wesley Kotys hold?
Wesley Kotys holds the CFP credential.
Is Wesley Kotys registered with the SEC?
Yes. Wesley Kotys is registered as an investment adviser representative in IN (CRD 4051934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kotys Wealth Professionals manage?
Kotys Wealth Professionals reports $308.0M across 885 accounts in assets under management.
How do I contact Wesley Kotys?
Through Wesley's website, www.kotyswealthpro.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
- Kotys Wealth Professionals website : specialties, clients served, and fees, checked October 30, 2026
- 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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