# Richard Kaser

> Richard 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.

Page: https://find.wellspent.co/advisors/richard-kaser/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** KMG Fiduciary Partners
- **Based in:** Toledo, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.67B across 3,934 accounts
- **Credentials:** CFP
- **CRD:** 2083645 (https://adviserinfo.sec.gov/individual/summary/2083645)
- **SEC registration:** Investment adviser representative in MA, OH, TX
- **Exams passed:** Series 63 (1990), Series 65 (1999)
- **Firm size:** 16 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://kmgfp.com/

## Frequently asked questions

### Is Richard Kaser a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?

Richard's firm, KMG Fiduciary Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Richard Kaser based?

Richard Kaser is based in Toledo, Ohio.

### What credentials does Richard Kaser hold?

Richard Kaser holds the CFP credential.

### Is Richard Kaser registered with the SEC?

Yes. Richard Kaser is registered as an investment adviser representative in MA, OH and TX (CRD 2083645), 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 Richard Kaser?

Through Richard's website, kmgfp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2083645): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://kmgfp.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.