Krammer Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$62,677,438
Clients
45
Advisors
1
of 1 employees
About
Krammer Financial is a state-registered, independent investment adviser that manages portfolios for individuals, multi‑generational families, and employer‑sponsored retirement plans, operating as a small, single‑advisor firm with roughly $70.9 million in regulatory assets under management and about 45 clients. The firm offers discretionary investment management, non‑discretionary consulting and financial planning, access to independent sub‑advisors and third‑party managers, and facilitates estate‑planning documents through a third‑party technology provider.
The firm’s investment work emphasizes strategic asset allocation with tactical adjustments and a mix of equities, mutual funds, ETFs, corporate debt and cash or cash equivalents; cash balances may represent a sizable portion of portfolios depending on market views. It conducts due diligence on external managers, may manage legacy positions over time, and uses institutional share classes and third‑party reporting and administrative platforms to support client accounts.
Noteworthy for a firm of its size, Krammer Financial serves pension and profit‑sharing plan clients and provides pension consulting and retirement‑plan administrative services, and in certain situations will act in a fiduciary capacity for plan sponsors under ERISA definitions. The firm also discloses an affiliated insurance practice (carrying separate commission compensation) and relies on custodial and technology relationships that provide institutional trading, custody, and reporting support.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.50% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Fixed consulting fees up to $50,000 annually, billed one-time, monthly, quarterly, annually, or as agreed
Account minimum: $800,000
Main office
Redmond WA
Advisors at this office
1
Most active in
Minnesota · Texas · Washington
Also doing business as
Krammer Financial · Krammer Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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