Ronnie Kahn
Ronnie Kahn is a CFP-designated registered investment advisor at Accumulation Strategies, based in Woodland Hills, CA, with 26 years of industry experience. Ronnie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 33 clients with $30M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.30% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $7.5M | 0.90% |
| $7.5M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable at the Adviser's discretion.
Fee Estimator
Contact
Ronnie Kahn
Location
6355 Topanga Canyon Blvd, Suite 525, Woodland Hills, CA, 91367
Get directionsHistory
Regulatory History (1)
Regulatory
January 2026Employment History
Current Registrations
Accumulation Strategies
Previous Registrations
Accumulation Strategies
Securities America, INC.Broker
Nylife Securities INC.Broker
Pruco Securities CorporationBroker
State Registrations1 state
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
Additional Information
Ronnie Kahn, CFP, has held the Certified Financial Planner License® for eighteen years. He is a member of the Financial Planning Association. He has been a featured planner in theLA TimesMoney Makeover columns, is the author of “Money Consciousness” inThe Journal of Financial Planning, and has been quoted on the Fox Market Wire Personal Finance website.
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