David Kaser
KMG Fiduciary Partners · Toledo, Ohio
David Kaser is a fee-only financial advisor at KMG Fiduciary Partners in Toledo, Ohio, who holds the CFP credential. KMG Fiduciary Partners reports charging a percentage of assets and fixed fees on its Form ADV.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 1172233 |
| Exams passed | Series 63 (1983) · Series 65 (1996) |
| Firm size | 16 employees |
| Disclosures | Reported; see the SEC record |
| Website | kmgfp.com |
| Profile |
How David's firm compares
- KMG Fiduciary Partners's average account is about $425,000, from its Form ADV (assets managed divided by 3,934 accounts).
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Questions about David
Is David Kaser a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David's firm, KMG Fiduciary Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Kaser based?
David Kaser is based in Toledo, Ohio.
What credentials does David Kaser hold?
David Kaser holds the CFP credential.
Is David Kaser registered with the SEC?
Yes. David Kaser is registered as an investment adviser representative in OH and TX (CRD 1172233), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 David Kaser?
Through David'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.
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