Kroeger Financial Partners

Kroeger Financial Partners serves individual and high‑net‑worth clients, as well as trusts and small businesses, offering discretionary asset management alongside financial planning engagements (including hourly and one‑time consultations) and in‑house tax preparation services. The firm operates as a fee‑only adviser and generally charges advisory fees based on a percentage of assets under management.

Investment programs are tailored to each client through documented investment policy statements and periodic reviews, with security selection guided primarily by fundamental analysis and supported by research tools such as Morningstar, Kwanti, and RightCapital. Portfolios may employ long‑ and short‑term purchases and are reviewed at least quarterly, with more frequent reviews triggered by market or client events.

What is noteworthy about Kroeger is the explicit offering of tax preparation as an ongoing outside business activity (the brochure states advisors spend roughly 25–30% of their time on tax work), a disclosure the firm cites as a potential conflict of interest and addresses in its fiduciary policies. The firm also requires a $500,000 account minimum, participates in Schwab’s institutional advisor program for custody and execution benefits, and discloses that it does not sell annuities, insurance, or receive external sales compensation, creating a distinctive service mix compared with many peers.