Firm
Kaiyo Wealth
San Diego, California
Fee-only
Kaiyo Wealth at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 3 advisors are listed here; 2 of 3 hold the CFP.
- Its Form ADV reports 4 employees and 86 individual clients, 52 of them high net worth.
- Its average account is about $817,000 (assets it manages divided by its 294 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Diego, California |
|---|---|
| Website | kaiyowealth.com |
| Phone | (858) 252-4403 |
Kaiyo Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"$0 – $2,000,000 1.00%" source
"$30,000,001 and above 0.40%" source
"$0 – $2,000,000 1.00%" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $240 million |
| Individual clients | 34 |
| High-net-worth clients | 52 |
| Accounts managed | 294 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135677) |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 316431 |