A complete list of active advisors currently associated with KRM Advisory Services

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

KRM Advisory Services provides investment advisory and financial planning services primarily to individual clients, preparing an Investment Policy Statement for each client and offering ongoing portfolio management as well as one-time financial plans. The firm documents clients’ objectives, risk tolerance and time horizon and offers both discretionary and non-discretionary engagement options. The firm’s investment approach combines charting, fundamental analysis and modern portfolio theory, with a long-term trading orientation and regular portfolio monitoring; typical holdings include mutual funds, ETFs, equities, fixed income, real estate funds and annuities. KRM generally seeks discretionary authority, implements IPS-driven asset allocation, and places client assets through Schwab Institutional while using the custodian’s Institutional Intelligent Portfolio tools. Notable operational features include the firm’s small scale—managing roughly $2.23 million for about ten clients—and material outside business activities: the principal discloses a significant role as a licensed insurance sales director serving stable value products to government retirement plans (about 160 hours per month) and a small real-estate referral activity. The brochure also discloses that the adviser requires clients to use a specific custodian and states it does not accept third‑party compensation for the sale of securities to clients.

To learn more about the advisors currently working at KRM Advisory 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.