Cecilia Fleming is a CFP-designated registered investment advisor at Kfg, LLC, based in Rapid City, SD, with 3 years of industry experience. Cecilia 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 5 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
Cecilia Fleming
Location
429 Quincy St, Rapid City, SD, 57701
Get directionsHistory
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
Cecilia is involved in tax preparation for long haul truckers through O. C. Fleming Taxes since 2017. This activity, which is not investment-related, takes minimal time.
Employment History
Current Registrations
Kfg, LLC
Previous Registrations
Kahler Financial Group, INC.
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.
Exams
More Advisors
- Karie Swanson, CFPKfg, LLC
- Benjamin Paulding, CFPKfg, LLC
- Richard Kahler, CFP, ChFCKfg, LLC
- Nathaniel Gehring, CFPKfg, LLC
- Vance Newman, CFPRaymond James Financial Services Advisors, INC
- Justin Mcneal, CFPTrew Advisors, LLC