A complete list of active advisors currently associated with Kramer Fiduciary Services

Warmer can help you find a great advisor at Kramer Fiduciary Services or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kramer Fiduciary Services, 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.