George Kao is a CFP, ChFC-designated registered investment advisor at Reach One Teach One Financial, based in Phoenix, AZ, with 6 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 68 clients with $6.6M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. For accounts held at American Funds (e.g. 529 accounts), fees are charged quarterly in arrears at 0.70%.
Fee Estimator
Contact
George Kao
Location
4435 E Chandler Blvd, Suite 200, Phoenix, AZ, 85048
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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.
Learn about disclosures →Other Business Activities
George is involved in several business activities, including 3K Enterprise LLC and Ekotology LLC for tax/investment purposes, each requiring minimal time. He also dedicates full-time hours to R1T1 Financial LLC and Reach One Teach One Financial, providing investment advisory services.
Employment History
Current Registrations
Reach One Teach One Financial
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Edward Jones
Edward JonesBroker
State Registrations1 state
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.