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RK
CFP
RK
CFP

Richard Kaser

Kmg Fiduciary Partners, LLC
36 Years of Experience
Atlanta, GA
1 Disclosure
View SEC Summary
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Richard Kaser is a CFP-designated registered investment advisor at Kmg Fiduciary Partners, LLC, based in Atlanta, GA, with 36 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,310 clients with $1.7B in assets under management.

Kmg Fiduciary Partners, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
1,310 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $2.0M1.00%
$2.0M - $5.0M0.75%
$5M+0.50%

Fees may be negotiated based on factors such as anticipated future assets, account composition, and related accounts.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Atlanta, GA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2004
Denied
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Kmg Fiduciary Partners, LLC
September 2018 - Present · 8 yrs 1 mo
Previous Registrations
Morgan Stanley
June 2009 - September 2018 · 9 yrs 3 mos
Morgan StanleyBroker
June 2009 - September 2018 · 9 yrs 3 mos
Morgan Stanley & CO. Incorporated
April 2009 - June 2009 · 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2009 - June 2009 · 2 mos
UBS Financial Services INC.
January 1999 - May 2009 · 10 yrs 4 mos
UBS Financial Services INC.Broker
January 1992 - May 2009 · 17 yrs 4 mos
Continental Capital Securities, INCBroker
August 1990 - January 1992 · 1 yr 5 mos
State Registrations3 states
MAOHTX
Advisor

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
No exam information available for this advisor.
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