Brandon Grimm
KMG Fiduciary Partners · Toledo, Ohio
Brandon Grimm is a fee-only financial advisor at KMG Fiduciary Partners in Toledo, Ohio. KMG Fiduciary Partners reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Brandon →
Facts
| Firm | KMG Fiduciary Partners |
|---|---|
| Based in | Toledo, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.67B across 3,934 accounts |
| SEC registration | Investment adviser representative in OH · CRD 4296826 |
| Exams passed | Series 63 (2013) · Series 65 (2016) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | kmgfp.com |
How Brandon's firm compares
- KMG Fiduciary Partners's average account is about $425,000, from its Form ADV (assets managed divided by 3,934 accounts).
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Brandon
Is Brandon Grimm a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and KMG Fiduciary Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brandon charge for financial advice?
Brandon's firm, KMG Fiduciary Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Brandon Grimm based?
Brandon Grimm is based in Toledo, Ohio.
Is Brandon Grimm registered with the SEC?
Yes. Brandon Grimm is registered as an investment adviser representative in OH (CRD 4296826), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does KMG Fiduciary Partners manage?
KMG Fiduciary Partners reports $1.67B across 3,934 accounts in assets under management.
How do I contact Brandon Grimm?
Through Brandon's website, kmgfp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- KMG Fiduciary Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.