Kedrec LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,948,834
Clients
69
13% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
69
Very HighAverage account size
$492,012
About
Kedrec LLC provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, corporations, and other business entities, and manages both individual and institutional portfolios. The firm combines subscription-style wealth management and planning with discretionary portfolio management and specialized consulting such as 1031 like‑kind exchange advisory.
Kedrec tailors advice to client objectives and risk tolerances, employing a range of analytical methods (including fundamental and technical approaches) and offering both passive portfolio construction and optional active discretionary management. The firm integrates tax services and annual tax‑return review, consolidated account technology, and ongoing plan updates into its client service model to align investment, retirement income, and estate planning needs.
A distinctive feature disclosed in the brochure is the firm’s affiliation with a licensed insurance agency and that the firm’s principal is a licensed insurance producer who devotes about 50% of his time to insurance activities, creating potential dual‑compensation conflicts the firm discloses and manages. Uncommon for a solo independent adviser, Kedrec also provides portfolio management for institutional clients and offers access to a variety of alternative and real‑estate‑focused investments and services — including Delaware Statutory Trusts (DSTs), Qualified Opportunity Zone funds, privately traded REITs, private equity/debt, oil & gas partnerships, premium finance strategies, and 1031 exchange implementation — alongside in‑house tax filing and estate coordination.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Medicare planning
Tax-loss harvesting
Wealth management
Occupation focus
Self-Employed
Founder/Business Owner
Demographic focus
Retired
Fee options
Negotiable fixed fee up to $5,000 for initial wealth planning services
$0 - $150,000: $1,188 annually ($99/month) $150,000 - $200,000: $1,668 annually ($139/month) $200,000 - $250,000: $2,148 annually ($179/month) $250,000 - $300,000: $2,628 annually ($219/month) $300,000 - $350,000: $3,108 annually ($259/month) $350,000 - $400,000: $3,588 annually ($299/month) $400,000 - $450,000: $4,068 annually ($339/month) $450,000 - $500,000: $4,548 annually ($379/month) $500,001 - $1,000,000: $4,788 annually ($399/month) $1,000,001+: $4,788 annually ($399/month) unless meeting Accredited tier criteria Accredited Investors (net worth > $1 million or income > $200,000 individual / $300,000 joint)+: $5,988 annually ($499/month) Retired clients (any investable assets)+: $7,188 annually ($599/month)
Commission-based compensation from insurance product sales by licensed Associated Persons
Up to $250 per hour for additional wealth planning appointments or complex tax services
Monthly subscription fees for wealth management services ranging from $99 to $599 per month depending on tier
Account minimum: $100,000 Minimum fee: Negotiable fixed fee up to $5,000 for wealth planning services; ongoing semi-annual wealth planning fees up to $5,000 fixed or $250/hour Fee-only: Wealth planning fixed fees, monthly subscription fees for wealth management, hourly fees for additional planning ($250/hour)
Main office location
Kedrec LLC
9393 W 110 Th St, Suite 100
Overland Park KS 66210, United States
Number of offices
1
Most active in
Kedrec LLC has reported serving >5 clients in these states in the last 12 months.
Kansas · Missouri · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
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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