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, Divorce Planning, Estate Planning, Financial Planning & Coaching, and 7 more. Their firm serves 7 clients with $7.3M 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% |
Client may combine multiple household accounts to receive lower tiered scheduled fee. The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Contact
Vladimir Kouznetsov
Location
Irvine, CA
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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