Robert Thompson
KMG Fiduciary Partners · Miami, Florida
Robert Thompson is a fee-only financial advisor at KMG Fiduciary Partners in Miami, Florida. 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 | Miami, Florida |
| 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 FL, OH · CRD 7186323 |
| Exams passed | Series 65 (2019) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | kmgfp.com |
How Robert'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 Robert
Is Robert Thompson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, KMG Fiduciary Partners, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Thompson based?
Robert Thompson is based in Miami, Florida.
Is Robert Thompson registered with the SEC?
Yes. Robert Thompson is registered as an investment adviser representative in FL and OH (CRD 7186323), 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 Robert Thompson?
Through Robert'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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