Taxable Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$84,393,209
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
40
75% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
40
HighAverage account size
$2,109,830
About
Taxable Wealth provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, and also accepts corporate and business clients. With about $91.25 million in discretionary assets under management and roughly 40 clients, the firm offers portfolio management (including use of third‑party/outside managers and TAMPs), ongoing and project‑based financial planning, tax return preparation, and limited consultation on digital assets.
The firm’s investment approach emphasizes passive portfolio construction using low‑cost index funds alongside fundamental analysis and periodic portfolio review; it also recommends and monitors outside managers and allows client‑imposed restrictions and householding where appropriate. Accounts are reviewed on a regular (typically quarterly) basis and the firm discloses use of multiple custodian platforms (including Betterment For Advisors, Schwab, and TD Ameritrade) as part of its trade execution and operational model.
Distinctively, the firm sponsors and recommends affiliated private investment vehicles structured as special‑purpose real‑estate funds (the K&M SPVs, including a qualified opportunity fund and several K&M entities) and discloses that the firm’s principal receives indirect compensation from those vehicles, creating a material conflict of interest that is addressed through suitability determinations and client disclosure. The brochure also discloses an affiliation with another registered adviser and that the principal devotes material time to outside business activities, facts the firm identifies as potential conflicts for prospective clients to consider.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Real estate investing
Wealth management
College savings (529s, UTMA, etc.)
Cash flow / budgeting
General estate planning guidance
Fee options
Project-Based Financial Planning: $500 - $25,000 fixed fee
$0 - $1,000,000: Up to 1.00% $1,000,001 - $2,000,000: Up to 0.75% Above $2,000,000+: Up to 0.50%
Financial Planning: $400 per hour; Estate Planning: $400 per hour
Fee-only: Comprehensive Financial Planning: $3,000 - $36,000 per year (ongoing, monthly or quarterly); Project-Based Financial Planning Fixed Fee: $500 - $25,000; Hourly Financial Planning: $400/hour; Tax Preparation: $500 - $3,000; Estate Planning: $400/hour
Main office location
Taxable Wealth
13520 Evening Creek Dr N, Ste 130
San Diego CA 92128, United States
Number of offices
1
Most active in
Taxable Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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