Advisor at KMR Wealth Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
KMR Wealth Advisory, LLC
Location
San Luis Obispo, CA 93401
Credentials
CFP®, Series 63, Series 65
Industry experience
25 years
Kristin Rasmussen is a CFP®-certified financial advisor with 25 years of industry experience. She founded Kmr Wealth Advisory, LLC in 2014 and serves as its sole advisor. The firm operates as an independent advisory with a focus on non-discretionary investment advice and financial planning. Kmr Wealth Advisory serves individual and high-net-worth clients as well as pension and profit-sharing plans. The firm’s investment approach emphasizes structured asset-class portfolios and modern portfolio theory, with recommendations typically implemented by clients or through subadvisers and model portfolios.
Based on KMR Wealth Advisory, LLC
Based on KMR Wealth Advisory, LLC
Fixed fees for financial planning ($1,000) and pension consulting ($1,000 - $10,000)
$0 - $100,000: 1.25% $100,001 - $200,000: 1.00% $200,001 - $500,000: 0.75% $500,000+: 0.50%
Hourly fee between $125 - $500 for portfolio management; $625 - $3,000 for pension consulting
Account minimum: $1,000,000 (may be waived by KWAL at its discretion) Minimum fee: Fixed fee between $500 - $2,000 for non-discretionary investment advice Fee-only: Fixed fees for financial planning ($1,000) and pension consulting ($1,000 - $10,000); hourly fees for consulting ($125 - $3,000)
1042 Pacific Street Suite C
San Luis Obispo, CA 93401
California · Texas
KMR Wealth Advisory, LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
San Luis Obispo, CA
Burkart & Stevens Wealth Management
Series 65, Series 66
Arroyo Grande, CA
Phase Line Financial
Series 63, Series 65
San Luis Obispo, CA
HATHER, Robert K
CFP®, PFS™
San Luis Obispo, CA
Elemental Wealth Advisors, LLC
CFP®
San Luis Obispo, CA
Aquila Wealth Advisors
Eric Maldonado, CFP®, MBA, a Fee-Only Financial Planner, is located in San Luis Obispo, CA serving clients both locally and virtually across the US. Aquila Wealth Advisors provides financial planning to help business owners and families build, manage, and protect their assets throughout all seasons of life. Eric Maldonado is a NAPFA-Registered Financial Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional. We have a specialty in serving business owners and near-retirees. We help you maximize your income and revenue while aligning finances with your values and goals. We work with you in coordination with your tax, legal, and insurance professionals to customize and implement a plan unique to you, your family, and your business.
Series 63, Series 65
San Luis Obispo, CA
Lance Parker Wealth Management
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