A complete list of active advisors currently associated with KTF Investments, LLC

Warmer can help you find a great advisor at KTF Investments, LLC or one who fits your needs even better.

KTF Investments provides financial planning and portfolio management to individuals, high‑net‑worth clients, and certain defined benefit and profit‑sharing plans, managing both discretionary and non‑discretionary accounts. The firm generally requires a $1 million account minimum and reports roughly $700 million in assets under management across about 184 client relationships. KTF describes its investment process as individualized and fiduciary in nature, building asset allocations and ongoing strategies (growth, value, income, indexing) around client objectives, time horizons and liquidity needs, with periodic rebalancing and the use of sub‑advisors when appropriate. The firm operates a wrap fee program that combines advisory and custodial transaction costs into a single asset‑based fee and provides ongoing client meetings and quarterly account reviews. Distinctive features include sponsoring and offering wrap accounts exclusively—an uncommon practice among similar team firms—and relying on Charles Schwab for custody and execution under a single asset‑based arrangement, which the brochure notes can create incentives related to custody and execution choices. KTF also recently established itself as an independent adviser in mid‑2025 and operates with a small advisory team while managing substantial assets per client, resulting in a relatively concentrated client base.

To learn more about the advisors currently working at KTF Investments, LLC, 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.