A complete list of active advisors currently associated with KWS Advisory Group, LLC

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

KWS Advisory Group provides discretionary asset management and financial planning to individuals and to a smaller number of trusts, estates and business entities. The firm delivers ongoing portfolio management under written advisory agreements and prepares standalone financial plans that address goals, cash flow, retirement, tax and estate considerations. Investment programs are tailored to each client’s stated objectives, time horizon and risk tolerance and rely on a mix of fundamental, technical, charting and cyclical analysis, with account reviews at least quarterly. KWS also uses third‑party SEI-managed account solutions and offers financial planning on an hourly or fixed‑fee basis with plans typically delivered within 60 days of receiving required information. What distinguishes KWS from many peers is its close affiliation with retail insurance activities: multiple managing members are licensed insurance agents through KWS Financial Group, LLC (and one owner is an LLC), and principals disclose spending significant time on insurance sales (approximately 40% in one managing member’s disclosure) and receiving commissions, a conflict the brochure discloses and describes mitigations for. The firm is small and owner‑driven—four equal owners with about $9.1 million in AUM—and notes that it does not vote client proxies, leaving proxy voting to clients.

To learn more about the advisors currently working at KWS Advisory Group, 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.