KCR Wealth Management, LLC

KCR Wealth Management is a fee-only independent advisory firm that serves individuals and families as well as institutional clients such as trusts, non-profits, foundations, endowments, and corporations. Its services include discretionary investment management and personalized financial planning delivered on an hourly, fixed-fee, or bundled basis.

The firm constructs customized Investment Policy Statements and focuses on asset-allocation driven portfolios built from broadly diversified, low-cost mutual funds and ETFs, with periodic rebalancing and attention to tax and transition considerations. The advisory process emphasizes a deliberate onboarding and implementation sequence, ongoing portfolio monitoring, and, where appropriate, involving multiple generations to support family financial planning.

Distinctive features include a principal who is a CFP® professional with extensive industry experience and a relatively small client base supporting roughly $95 million in assets, resulting in larger account sizes than many independent peers. The firm operates on a fee-only, non-performance-fee basis and highlights an explicit transition practice (including converting to lower-cost mutual fund share classes when feasible) and intergenerational planning — elements that set it apart from many advisors who primarily serve smaller retail accounts.