A complete list of active advisors currently associated with Kral Financial Advisors, LLC

Warmer can help you find a great advisor at Kral Financial Advisors, LLC or one who fits your needs even better.

Kral Financial Advisors is a fee-only registered investment adviser that provides investment management, financial planning, and consultation services to individuals, high-net-worth clients, and trusts and estates. It generally charges percentage-of-assets fees for ongoing portfolio management and offers hourly or project-based fees for financial planning and consultations. The firm’s investment approach emphasizes asset allocation implemented primarily through no-load mutual funds and exchange-traded funds, using fundamental analysis and a largely buy-and-hold, long-term orientation; portfolios are reviewed regularly and may be managed on a discretionary or nondiscretionary basis. Advisors prepare tailored investment policy statements and monitor accounts at least monthly, with quarterly summaries provided to clients and encouraged annual meetings. Notable distinctions include managing roughly $247 million across about 55 client relationships, producing an unusually high level of assets per advisor for firms in this category, and an affiliation with a separate tax and accounting practice that provides tax preparation and consultation under separate agreements. The tax/accounting services are offered as a distinct, optional service and the firm discloses the affiliation and potential conflicts while allowing clients to select their own implementation and custodial arrangements.

To learn more about the advisors currently working at Kral Financial 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.