KCR Wealth Management, LLC
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About
KCR Wealth Management is a fee-only independent advisory firm that serves individuals and families as well as institutional clients such as trusts, non-profits, foundations, endowments, and corporations. Its services include discretionary investment management and personalized financial planning delivered on an hourly, fixed-fee, or bundled basis.
The firm constructs customized Investment Policy Statements and focuses on asset-allocation driven portfolios built from broadly diversified, low-cost mutual funds and ETFs, with periodic rebalancing and attention to tax and transition considerations. The advisory process emphasizes a deliberate onboarding and implementation sequence, ongoing portfolio monitoring, and, where appropriate, involving multiple generations to support family financial planning.
Distinctive features include a principal who is a CFP® professional with extensive industry experience and a relatively small client base supporting roughly $95 million in assets, resulting in larger account sizes than many independent peers. The firm operates on a fee-only, non-performance-fee basis and highlights an explicit transition practice (including converting to lower-cost mutual fund share classes when feasible) and intergenerational planning — elements that set it apart from many advisors who primarily serve smaller retail accounts.
Client services
Expertise
Fee options
Typically between $3,000 and $10,000 for financial planning, fees negotiable
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.65% $3,000,001 - $5,000,000: 0.45% $5,000,001 - $10,000,000: 0.25% $10,000,001+: 0.15%
$300.00 per hour
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 (may be reduced or waived at firm's discretion) Fee-only: Yes, KCR is a fee-only wealth management firm; no commissions or transaction-based compensation
Main office
1818 Library St, Suite 500
Reston VA 20190
Advisors at this office
1
Most active in
Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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