A complete list of active advisors currently associated with Kabat Advisory Group, LLC

Warmer can help you find a great advisor at Kabat Advisory Group, LLC or one who fits your needs even better.

Kabat Advisory Group LLC provides personalized financial planning and consulting to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. The firm also holds free educational seminars and workshops and refers client investment accounts to third‑party money managers rather than directly managing client assets. The firm’s planning work relies on fundamental, technical and cyclical analysis to create tailored plans and recommendations, delivered within stated timelines; planning engagements are billed on an hourly or fixed‑fee basis rather than by the firm charging ongoing percentage‑of‑assets fees. When investment management is needed, Kabat places clients with third‑party managers (including Gradient Investments, LLC), serves as liaison, reviews TPM reports, and does not accept discretionary trading authority or custody of client assets. A distinctive feature of the firm is its affiliation with an insurance business (Kabat Equity Group, Inc.), with the firm’s managing members spending a substantial portion of time as licensed insurance agents, and offering insurance products alongside advisory services. The firm’s model—public workshops, referral and revenue‑sharing arrangements (including incentive payments and non‑monetary benefits from a TPM), and the lack of direct portfolio management—is uncommon among supported advisors and is disclosed as a potential conflict in the brochure.

To learn more about the advisors currently working at Kabat Advisory Group, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.