KBR Financial Solutions
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$52,603,379
Clients
148
Advisors
1
of 1 employees
About
KBR Financial Solutions is a state-registered independent advisory firm operating as a single-advisor practice that provides fee-based investment management and financial planning to individuals as well as to pension and profit-sharing plans, trusts, estates, charitable organizations, corporations and other business entities. The firm also offers retirement income planning and one-time college planning engagements for non-advisory clients.
The adviser provides discretionary, custom portfolio management using a strategic and tactical allocation approach and implements investments across exchange-listed and over-the-counter equities, foreign securities, mutual funds, municipal and U.S. government bonds, variable annuities, CDs and cash equivalents. It employs fundamental, technical and cyclical analysis, may recommend specific stocks or cash positions as hedges, and monitors accounts on an ongoing basis with custodial statements delivered at least quarterly.
Noteworthy features include that the firm’s principal holds insurance licenses to sell life, accident, annuities and related products while the advisory business represents itself as fee-only and states it does not receive commission compensation for such recommendations. The firm’s provision of institutional portfolio management alongside individual services and its separate paid college-planning engagements for non-advisory clients are less common among similar solo independent advisers.
Client services
Expertise
Fee options
Fixed fees for comprehensive financial planning; fees range from $495 to $2,995 for college planning services (non-advisory clients)
$0+: 0.25% per annum +: Up to 1.55% per annum (based on type/complexity of strategy and size of account/relationship)
$500 per hour, negotiable
Fee-only: Financial planning hourly fee $500 per hour, negotiable; Fixed fees based on estimated hours times negotiated hourly rate
Main office
1 B Commons Dr, Unit 13 A
Londonderry NH 03053
Advisors at this office
1
Most active in
Massachusetts · New Hampshire
Also doing business as
Kbr Financial Solutions · Kbr Retirement & Investment Solutions · Ross Wealth Planning Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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