Kurtin Financial Advisers, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$117,751,493
Clients
22
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
22
TypicalAverage account size
$5,352,341
About
Kurtin Financial Advisers, LLC is an independent, single‑advisor firm that serves individuals—especially high‑net‑worth families—along with family trusts, estates, partnerships, corporations, and charitable entities. The firm offers continuous investment supervisory services, strategic wealth planning and implementation, and coordinates with other professionals on estate, tax, and fiduciary matters.
KFA constructs custom, non‑model portfolios that often favor direct investments and cash‑flow‑oriented positions and may include public and private equity, fixed income, real property, and private placements. The firm routinely works with an unaffiliated sub‑advisor, Rahlfs Capital, LLC, for tactical equity and fixed‑income trading and combines fundamental, technical and behavioral analysis while acting under a fiduciary standard.
Compared with many independent peers, KFA explicitly accepts charitable organization clients and incorporates charitable strategies and trustee oversight into its service mix—an uncommon client type for firms in this category. Clients receive dual access to both KFA and its sub‑advisor for oversight and education, and the firm documents operational practices such as encrypted file sharing, limited cloud use, and custodial safeguards in its business continuity and cybersecurity supplements.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
General estate planning guidance
Charitable giving & philanthropy
Retirement income strategy
Occupation focus
Founder/Business Owner
Demographic focus
Established Professionals
Fee options
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Account minimum: $5,000,000 Minimum fee: $10,000 annually
Most active in
Kurtin Financial Advisers, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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 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.
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")