Advisor at Kiaros Advisors, 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
Kiaros Advisors, LLC
Location
Southern Pines, NC 28387
Credentials
Series 63, Series 65
Industry experience
28 years
Peter Kisver is the sole advisor at Kiaros Advisors, LLC in Southern Pines, NC, holding Series 63 and Series 65 licenses with 28 years of industry experience. His prior roles include positions at Horter Investment Management, Fiduciary Advisors, LLC, and Efficient Advisors, LLC. Kisver also operates as a consultant and licensed insurance agent through his sole proprietorship. Kiaros Advisors serves individuals, business owners, and retirement plans by providing financial planning, portfolio management, and ERISA plan advisory services. The firm focuses on non-discretionary, mutual fund–based portfolio management with an emphasis on cash-flow and tax planning, investment selection, and 3(21) fiduciary support for qualified retirement plans.
Based on Kiaros Advisors, LLC
Based on Kiaros Advisors, LLC
Financial planning fixed fees ranging from $750 to $7,500 depending on individual income or business assets, paid in installments with possible waiver if client implements plan
$0 - $100,000: 1.00% annually $100,001 - $500,000: 0.75% annually Over $500,000+: 0.50% annually
Up to $200 per hour for specific financial planning topics, negotiated hourly fee
234 A Nw Broad Street
Southern Pines, NC 28387
Florida · North Carolina · Virginia
Horter Investment Management, LLC
2021 - 2024 (3 years)
Peter Kisver, Sole Proprietor
2017 - Present (9 years)
Horter Investment Management
2017 - 2018 (1 year)
Kiaros Advisors LLC
2017 - Present (9 years)
Peter Kisver, Sole Proprietor
2017 - Present (9 years)
Fiduciary Advisors, LLC
2011 - 2016 (5 years)
Efficient Advisors, LLC
2010 - 2016 (6 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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 63, Series 65
Southern Pines, NC
Align Financial Planning
CFP®, Series 63, Series 65
Pinehurst, NC
Granville Wealth Management, Inc.
Series 65
Pinehurst, NC
Pottle Financial Services, Inc
Series 63, Series 65
Southern Pines, NC
Hart Investment Management Inc.
CFP®
Southern Pines, NC
Tactical Wealth Partners
CFP®, Series 63, Series 65
Southern Pines, NC
Dreher Financial Partners
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