KASSOUF WEALTH ADVISORS, LLC
SEC RegisteredAbout the firm
Kassouf Wealth Advisors is an independent, fee-only Registered Investment Advisor (RIA) registered with the Securities and Exchange Commission (SEC). Their wealth management team consists of CERTIFIED FINANCIAL PLANNER™ practitioners, Personal Financial Specialists, and Accredited Estate Planners® who help clients organize, manage, and preserve wealth through proven financial strategies. They accept a fiduciary role and strive to offer unbiased advice while working to counter conflicts of interest.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, fee-only investment advisory services, wealth management, and retirement planning including evaluation of personal investments, employer-provided retirement plans, social security strategy analysis, and disciplined investment strategy development.
Who they serve
Individual clients seeking wealth management, financial planning, and retirement planning services, with advice customized around each client's unique needs and financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 86 | $25M |
| High Net Worth Individuals | 112 | $337M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 39 | $105M |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
12 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Wealth Management: $0-$2M | 1.00% |
| Wealth Management: $2M-$5M | 0.80% |
| Wealth Management: $5M-$10M | 0.60% |
| Wealth Management: Above $10M | 0.40% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KASSOUF WEALTH ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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