KMR Financial Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KMR Financial Advisory provides ongoing discretionary portfolio management and on‑demand comprehensive financial planning to a small set of clients, including individual and high‑net‑worth investors, trusts, estates, and charitable organizations. The firm reports roughly $9.3 million in discretionary assets under management across 14 client relationships.
Portfolios are built from a comprehensive financial plan and an Investment Policy Statement that documents objectives, volatility ranges, allowable investments, and target asset allocations; the firm applies Modern Portfolio Theory concepts and primarily uses ETFs, mutual funds, bonds and CDs to implement diversified allocations. Client risk tolerances are assessed through scenario‑based discussions and the firm emphasizes continuous monitoring, tax efficiency, and cost minimization when managing portfolios.
Compared with many peers, KMR operates as a very small, fee‑only solo practice while routinely requiring clients to custody assets at a directed broker‑custodian (Altruist) and not aggregating trades across client accounts—practices that can affect execution outcomes versus firms that aggregate orders. The firm also provides frequent client communications (weekly consolidated account emails with commentary plus quarterly comprehensive written reports) and does not vote client proxies, features that stand out for a firm of this size.
Client services
Expertise
Fee options
Typically $1,250 for comprehensive financial plan; can vary by complexity
$0 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.65% $2,000,001 - $5,000,000: 0.55% $5,000,001 - $10,000,000: 0.50% Over $10,000,000+: negotiable
$200 per hour for financial planning services
Minimum fee: $500 minimum fee for Financial Planning Services Fee-only: Fee-only investment adviser; no commissions or sales-based compensation
Main office
Atlanta GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Brannon, Frank Roy · Kmr Financial Advisory, Inc.
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
Quick links
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