KMG Fiduciary Partners

KMG Fiduciary Partners at a glance

• One of 337 fee-only firms based in Ohio in the Wellspent graph.
• 7 advisors are listed here; 3 of 7 hold the CFP.
• Its Form ADV reports 16 employees and 1,301 individual clients, 403 of them high net worth.
• Its average account is about $425,000 (assets it manages divided by its 3,934 accounts).

Fee-only advisors in Ohio · What fee-only advisors charge in Ohio

Facts

KMG Fiduciary Partners fees

KMG Fiduciary Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (7)

• Aaron Mechling

• Andrew Hellstedt

• Brandon Grimm

• Cameron Kaser

  CFP

• David Kaser

  CFP

• Richard Kaser

  CFP

• Robert Thompson