Richard Kaser
KMG Fiduciary Partners · Toledo, Ohio
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.
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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 MA, OH, TX · CRD 2083645 |
| Exams passed | Series 63 (1990) · Series 65 (1999) |
| Firm size | 16 employees |
| Disclosures | Reported; see the SEC record |
| Website | kmgfp.com |
How Richard'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 Richard
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.
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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