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Firm

KMR Financial Advisory

Atlanta, Georgia

Fee-only

KMR Financial Advisory at a glance

  • One of 307 fee-only firms based in Georgia in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 14 individual clients.
  • Its average account is about $405,000 (assets it manages divided by its 23 accounts).

Specialties Retirement planning

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

Facts

Based inAtlanta, Georgia
Websitekmrfinancial.com
Email[email protected]
Phone(404) 876-2558

KMR Financial Advisory fees

KMR Financial Advisory 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

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$9 million
Individual clients14
Accounts managed23
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedJanuary 29, 2026
SEC recordCRD 286058

Advisors at this firm (1)