A complete list of active advisors currently associated with Kurfees Capital Management, LLC

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

Kurfees Capital Management, LLC provides discretionary investment management and financial planning services to individual clients, covering areas such as retirement, college funding, cash flow, tax, insurance, and estate planning. The firm is fee-only and typically charges an asset-based percentage of discretionary assets under management, with fees generally billed monthly and annual reviews of plans and portfolios. KCM begins client relationships by creating a holistic life and financial plan and then matches portfolios to clients’ short-, intermediate- and long-term goals, operating under discretionary authority to implement investment changes consistent with each client’s Investment Policy Statement. The brochure states the firm prefers to partner with clients’ existing professionals and makes financial, retirement and estate planning consulting available typically at no additional charge. The firm discloses affiliations and an explicit partnership approach with other advisors and outside professionals, a practice that is relatively uncommon among independent firms and which the firm uses to supplement its services. With a small client roster and modest assets under management, KCM’s practice model reflects a highly individualized operating scale compared with many peers, and clients are asked to promptly report changes in their financial situation that could require plan adjustments.

To learn more about the advisors currently working at Kurfees Capital Management, 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.