BK
ChFC
BK
ChFC
Brian Kelca is a ChFC-designated registered investment advisor at Secure Wealth, INC., based in Hermosa Beach, CA, with 31 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 221 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
221 clients
Average Client Portfolio
$597K average
Assets Under Management
$132.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Hermosa Beach, CA
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
March 2009Employment History
Current Registrations
Secure Wealth, INC.
June 2025 - Present · 11 mos
Previous Registrations
Pacific Select Distributors, LLCBroker
August 2012 - December 2017 · 5 yrs 4 mos
The O.N. Equity Sales CompanyBroker
August 2011 - March 2012 · 7 mos
Allstate Financial Services, LLCBroker
June 2010 - August 2011 · 1 yr 2 mos
Interlink Securities CORP.Broker
February 2000 - March 2009 · 9 yrs 1 mo
United Planners' Financial Services of America a Limited PartnerBroker
December 1998 - March 2000 · 1 yr 3 mos
John Hancock Distributors, INC.Broker
November 1993 - January 1999 · 5 yrs 2 mos
John Hancock Mutual Life Insurance CompanyBroker
November 1993 - May 1997 · 3 yrs 6 mos
Aetna Investment Services, INC.Broker
October 1993 - November 1993 · 1 mo
Aetna Life Insurance and Annuity CompanyBroker
July 1991 - October 1993 · 2 yrs 3 mos
John Hancock Mutual Life Insurance CompanyBroker
April 1985 - May 1991 · 6 yrs 1 mo
John Hancock Distributors, INC.Broker
April 1985 - December 1989 · 4 yrs 8 mos
State Registrations1 state
CA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.