Kroeger Financial Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$102,202,982
Total clients
100
34% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
50
Average account size
$1,022,030
About
Kroeger Financial Partners serves individual and high‑net‑worth clients, as well as trusts and small businesses, offering discretionary asset management alongside financial planning engagements (including hourly and one‑time consultations) and in‑house tax preparation services. The firm operates as a fee‑only adviser and generally charges advisory fees based on a percentage of assets under management.
Investment programs are tailored to each client through documented investment policy statements and periodic reviews, with security selection guided primarily by fundamental analysis and supported by research tools such as Morningstar, Kwanti, and RightCapital. Portfolios may employ long‑ and short‑term purchases and are reviewed at least quarterly, with more frequent reviews triggered by market or client events.
What is noteworthy about Kroeger is the explicit offering of tax preparation as an ongoing outside business activity (the brochure states advisors spend roughly 25–30% of their time on tax work), a disclosure the firm cites as a potential conflict of interest and addresses in its fiduciary policies. The firm also requires a $500,000 account minimum, participates in Schwab’s institutional advisor program for custody and execution benefits, and discloses that it does not sell annuities, insurance, or receive external sales compensation, creating a distinctive service mix compared with many peers.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.0% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001 - $10,000,000: 0.65% annually $10,000,001+: 0.5% annually
Financial planning and consulting services at $350 per hour for one-time consultations.
Account minimum: $500,000 Fee-only: Hourly fee of $350 per hour for one-time financial planning consultations; no ongoing financial planning services offered.
Main office location
Kroeger Financial Partners
12430 Nevada City Highway
Grass Valley CA 95945, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
Quick links
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")