Vladimir Kouznetsov is a CFP-designated registered investment advisor at Retegy LLC, based in Irvine, CA, with 12 years of industry experience. Vladimir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Divorce Planning, Education Planning, and 9 more. Their firm serves 7 clients with $8.1M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Multiple household accounts may be aggregated. Total fees will not exceed 2% per year.
Fee Estimator
Contact
Vladimir Kouznetsov
Location
Irvine, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Vladimir holds a California Insurance License, but it is not being used for business activity. He also works full-time as a Software Engineer with Stryker Corporation, a medical device company, since June 2023.
Employment History
Current Registrations
Retegy LLC
Previous Registrations
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
State Registrations2 states
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
More Advisors
- William Arechiga, CFAFirst Foundation Advisors
- Andrew Fuller, CFPCreative Planning
- Myron Mcdonald, ChFCEagle Strategies LLC
- James Meussner, CFPCreative Planning
- Jeremy Amposta, CFPSchwab Wealth Advisory, INC.
- Richard Lewis, CFAWhite Stork Asset Management LLC