Richard Kahler is a CFP, ChFC-designated registered investment advisor at Kfg, LLC, based in Rapid City, SD, with 38 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 101 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8M+ | 0.55% |
Rates shown are for integrated financial planning clients. Investment-only clients have a separate schedule: 1.00% up to $1,825,000; 0.75% for $1,825,000.01 to $3,675,000; 0.50% for $3,675,000.01 to $8,000,000; and negotiable over $8,000,000. Fees over $8,000,000 are negotiable.
Fee Estimator
Contact
Richard Kahler
Location
429 Quincy St, Rapid City, SD, 57701
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Richard is involved in numerous non-investment related activities, primarily related to property management, holding companies, and trusts. He also engages in financial planning, financial therapy, and publishing, dedicating minimal time to each activity.
Employment History
Current Registrations
Kfg, LLC
Previous Registrations
Kahler Financial Group, INC.
Khaler Financial Group
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Rick Kahler, MS, CFP, MSFP, CFT-1, CCIMis co-author of four books on the psychology of money:Conscious Finance(FoxCraft, Inc., Second Edition 2007),The Financial Wisdom of Ebenezer Scrooge (HCI, 2006),Facilitating Financial Health(NUCO, 2016 2nd Ed.) andWired For Wealth(HCI 2009). Rick has been a columnist for 28 years for several South Dakota newspapers and is the author of hundreds of articles and whitepapers.
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