A complete list of active advisors currently associated with KCR Wealth Management, LLC

Warmer can help you find a great advisor at KCR Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at KCR Wealth Management, 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.