A complete list of active advisors currently associated with KPC Financial Solutions, LLC
Warmer can help you find a great advisor at KPC Financial Solutions, LLC or one who fits your needs even better.
KPC Financial Solutions LLC provides portfolio management and financial planning primarily to individual clients, including high‑net‑worth individuals, and prepares a written Investment Policy Statement for each account. The firm manages roughly $75 million in client assets through a four‑advisor team and offers ongoing monitoring, discretionary trading authority, and the option to allocate portions of client portfolios to third‑party managers. The firm's investment process combines modern portfolio theory and quantitative analysis and uses both long‑term and short‑term trading across mutual funds, equities, fixed income, annuities, ETFs (including precious‑metal ETFs), and TIPS. KPCFSLLC commonly implements strategies on a discretionary basis, may place client assets with selected third‑party advisers, and requires clients to custody assets at a designated custodian (with a transition from other custodians noted). Noteworthy differences from many peers include its participation as a wrap‑fee program sponsor (receiving a portion of wrap fees), an affiliation with accounting services through a firm principal who is an accountant, and multiple supervised persons who are licensed insurance agents and may offer commissionable insurance products; these relationships are disclosed in the firm’s Form ADV as potential conflicts. The brochure also discloses operational practices that diverge from some peers — for example, KPCFSLLC does not aggregate block trades for multiple clients and requires use of a specified custodian — and documents controls and disclosures intended to address related conflicts.
To learn more about the advisors currently working at KPC Financial Solutions, 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 |
|---|---|---|
Southlake, TX
| 14
| |
Southlake, TX
| 0
| |
Southlake, TX
| 10
| |
Dallas, TX
| 16
|
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