A complete list of active advisors currently associated with Kiaros Advisors, LLC
Warmer can help you find a great advisor at Kiaros Advisors, LLC or one who fits your needs even better.
Kiaros Advisors serves individual investors, business owners and retirement plans, providing comprehensive financial planning, non-discretionary asset management, and ERISA plan (3(21)) consulting. The firm offers ongoing portfolio management, financial planning and solicitor arrangements with third‑party money managers as part of its advisory services. Portfolios are managed on a non‑discretionary basis with investment policy statements and documented risk tolerances; the firm uses fundamental, technical and cyclical analysis and obtains client approval before executing trades. It also offers mutual‑fund‑only portfolios on the American Funds Service platform and conducts periodic reviews and reporting at least quarterly. Compared with peers, the firm is notable for operating as a solo advisor while maintaining a large client base (273 clients) and reporting all assets as non‑discretionary (~$28.3 million), and for providing pension and ERISA consulting services in addition to retail advice. The managing member is affiliated with insurance‑selling entities and receives commissions on insurance products and solicitor fees for referrals to TPMs; the brochure discloses these potential conflicts and states they are mitigated by disclosures and the firm’s fiduciary obligations.
To learn more about the advisors currently working at Kiaros Advisors, 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.
Name |
Location |
Years of experience |
|---|---|---|
Southern Pines, NC
| 28
|
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