Firm
Kalinowsky Asset Management
San Jose, California
Fee-only
Kalinowsky Asset Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 2 employees and 81 individual clients, 51 of them high net worth.
- Its average account is about $1.2 million (assets it manages divided by its 215 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | San Jose, California |
|---|---|
| Phone | (408) 316-6272 |
Kalinowsky Asset Management fees
Kalinowsky Asset Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $254 million |
| Individual clients | 30 |
| High-net-worth clients | 51 |
| Accounts managed | 215 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-85174) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 137393 |