A complete list of active advisors currently associated with KG Consulting Group, Inc.
Warmer can help you find a great advisor at KG Consulting Group, Inc. or one who fits your needs even better.
KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and employee benefit plans, managing roughly $10.8 million for about 15 clients. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning and advisory consulting, and pension consulting with participant enrollment support and educational seminars. The firm tailors advice to client objectives and may be granted discretionary trading authority; its stated methods of analysis include fundamental research, modern portfolio theory, and both long‑ and short‑term trading strategies. Accounts are held on an institutional custody platform and are reviewed at least quarterly, with written financial plans and consultative analyses used to inform recommendations. Noteworthy for a firm of its size, KG Consulting offers pension consulting and delivers investment‑related educational seminars to plan participants, services that are less common among independent advisers. The brochure also discloses that firm personnel are licensed insurance agents who may receive commission‑based compensation separate from advisory fees (and that commission crediting practices have changed), a potential conflict of interest that prospective clients are advised to consider.
To learn more about the advisors currently working at KG Consulting Group, Inc., 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.
Name |
Location |
Years of experience |
|---|---|---|
Huntsville, AL
| 10
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)