Kilzer Wealth Management

Kilzer Wealth Management (CRD# 134100) is a financial advisory firm headquartered in Carmel, CA. They manage $8,731,182 in 78 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $111,938
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kilzer Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Barry M. Kilzer
CRD#: 4968508
26465 Carmel Rancho Bl # 4, Carmel, CA 93923
87
Wealthminder
score

Barry Kilzer (CRD# 4968508) is an Investment Advisor Representative working at Kilzer Wealth Management in Carmel, CA and has 1 year of experience in the finance industry.

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