K
KG Consulting Group, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,286,208
Total clients
18
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
18
Average account size
$738,123
About
KG Consulting Group, Inc. provides investment advisory and financial planning services to individuals (including high‑net‑worth clients), corporations, and employee benefit plans, managing roughly $10.8 million for about 15 clients. Services described in the brochure include discretionary and non‑discretionary portfolio management, financial planning and advisory consulting, and pension consulting with participant enrollment support and educational seminars.
The firm tailors advice to client objectives and may be granted discretionary trading authority; its stated methods of analysis include fundamental research, modern portfolio theory, and both long‑ and short‑term trading strategies. Accounts are held on an institutional custody platform and are reviewed at least quarterly, with written financial plans and consultative analyses used to inform recommendations.
Noteworthy for a firm of its size, KG Consulting offers pension consulting and delivers investment‑related educational seminars to plan participants, services that are less common among independent advisers. The brochure also discloses that firm personnel are licensed insurance agents who may receive commission‑based compensation separate from advisory fees (and that commission crediting practices have changed), a potential conflict of interest that prospective clients are advised to consider.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Retirement income strategy
Annuities
Wealth management
Fee options
1.00% annually with an annual cap of $2,100
Commission-based compensation for insurance products sold by licensed insurance agents affiliated with the firm; commissions are separate and in addition to advisory fees
$175 per hour for financial planning and advisory consulting services, negotiable
Account minimum: $100,000 Minimum fee: Minimum fee of $1,000 per year to open and maintain an advisory account, which may be waived at discretion Fee-only: Financial planning and advisory consulting services charged hourly at $175 per hour, negotiable
Main office location
KG Consulting Group, Inc.
Huntsville AL, United States
Number of offices
1
Most active in
KG Consulting Group, Inc. has reported serving >5 clients in these states in the last 12 months.
Alabama
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")