A complete list of active advisors currently associated with Kaul Financial Solutions

Warmer can help you find a great advisor at Kaul Financial Solutions or one who fits your needs even better.

Kaul Financial Solutions is a small, independent advisory firm that provides financial planning and tax preparation services to individuals, sole proprietors, and small businesses. Services are delivered as one-time project financial plans or as ongoing hourly engagements, and are provided on a non‑discretionary basis per written agreement. The firm’s planning process relies on client‑provided information and emphasizes asset allocation, diversification, and Modern Portfolio Theory when making investment recommendations, typically suggesting passive mutual funds and ETFs. Kaul does not manage or custody client assets; clients retain responsibility for implementing recommendations and for executing transactions with their chosen custodians. What is distinctive for an independent advisory firm is that Kaul does not offer portfolio management or charge percentage‑of‑AUM fees, instead focusing on fee‑for‑service planning and tax preparation (returns are prepared by an IRS‑enrolled tax professional). The brochure also indicates the firm uses client testimonials in advertising and identifies itself as a recently formed, state‑registered adviser, which, together with its very small client base, differentiates its operating model from many peers.

To learn more about the advisors currently working at Kaul Financial Solutions, 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.