Kramer Fiduciary Services
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About
Kramer Fiduciary Services provides financial planning, investment consultation, investment supervisory services, and income tax preparation to a limited number of individual investors, trusts, estates and businesses. Engagements are structured around written agreements and typically include asset-allocation analysis, investment recommendations, and coordination with clients’ other advisers.
The firm’s advice is delivered primarily through education, written Asset Allocation Reports and consultation, with a generally long-term investment perspective and attention to tax-efficiency when recommending vehicles such as mutual funds and ETFs. It does not exercise discretionary trading authority or take custody of client assets, instead coordinating transactions through the client’s chosen broker or custodian.
What distinguishes the firm from many peers is its dual role as a CPA practice and registered investment adviser, allocating substantial practice time to tax and accounting services alongside investment work. The firm also departs from the common asset-based billing model used by many advisers by not charging fees based on a percentage of client assets and by offering consultation- and hourly-based engagements rather than routine discretionary portfolio management for individual clients.
Client services
Expertise
Fee options
$125 per hour
Fee-only: Fees are assessed on an hourly basis at $125 per hour for financial planning, investment consultation, investment supervisory services, and income tax preparation.
Main office
1500 Ardmore Blvd. Ste.205
Pittsburgh PA 15221
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Kramer Fiduciary Services · Kramer Fiductary Services · Samuel D. Kramer Cpa, Cfp
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
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