Orion Kroeger
Kroeger Financial Partners · Grass Valley, California
Orion Kroeger is a fee-only financial advisor at Kroeger Financial Partners in Grass Valley, California, who holds the CFP credential. Kroeger Financial Partners reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kroeger Financial Partners |
|---|---|
| Based in | Grass Valley, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $111.1M across 344 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6418164 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | kroegerfinancial.com |
How Orion's firm compares
- Kroeger Financial Partners's average account is about $323,000, from its Form ADV (assets managed divided by 344 accounts).
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Questions about Orion
Is Orion Kroeger a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Orion holds no broker registration, and Kroeger Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Orion charge for financial advice?
Orion's firm, Kroeger Financial Partners, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Orion Kroeger based?
Orion Kroeger is based in Grass Valley, California.
What credentials does Orion Kroeger hold?
Orion Kroeger holds the CFP credential.
Is Orion Kroeger registered with the SEC?
Yes. Orion Kroeger is registered as an investment adviser representative in CA (CRD 6418164), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kroeger Financial Partners manage?
Kroeger Financial Partners reports $111.1M across 344 accounts in assets under management.
How do I contact Orion Kroeger?
Through Orion's website, kroegerfinancial.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
- 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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