A complete list of active advisors currently associated with KPP Advisory Services LLC

Warmer can help you find a great advisor at KPP Advisory Services LLC or one who fits your needs even better.

KPP Advisory Services LLC provides financial planning, investment management, wealth management, and employer‑sponsored retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, small businesses and retirement plans. The firm delivers services on both discretionary and non‑discretionary bases and implements client strategies through custodial programs and third‑party managers available via major platforms. The firm’s investment approach emphasizes asset allocation implemented primarily with mutual funds, ETFs, third‑party money managers and model portfolios, and it also offers access to algorithm‑based model solutions through LPL’s Guided Wealth Portfolios. KPPAS operates under a fiduciary standard, performs annual reviews and ongoing monitoring, and can tailor engagements from single‑service investment management to comprehensive wealth management that integrates planning, tax and estate considerations with outside professionals. A distinctive aspect of the firm is that some associated persons are registered representatives of LPL Financial and are licensed insurance agents, so they can effect brokerage transactions and offer insurance products in addition to providing fee‑based advisory services; the brochure discloses the potential conflicts that can arise from receiving commissions or other compensation. The firm also describes platform‑support relationships with LPL and referral arrangements with regional accounting firms, which the firm discloses as part of its conflict‑of‑interest controls.

To learn more about the advisors currently working at KPP Advisory Services 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.