Kawg&F Financial Planning Group LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
2

Firm details

Headquarters
Timonium, Maryland
CRD number
131318
Fee structure
Other

Firm profile

FINTRX

Overview

Kawg&F Financial Planning Group LLC is organized as a limited liability company and operates as an independent registered investment adviser. Corporate filings describe the firm as a domestic entity with individual ownership. FINTRX classifies the adviser as not acting as a capital allocator and not serving as a pension consultant or related adviser. The firm reports a nonstandard fee arrangement (listed as “Other”) rather than a straightforward assets-under-advice or commission model. FINTRX also indicates the firm is not an active ESG investor and is not identified as a multi-state registered adviser. The firm lists an industry affiliation with accounting professionals, suggesting a close relationship with accountants for client service or back-office support. No specific advisory activities or client segments are detailed in the available data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Amy Heim

    Amy Heim

    Principal And Chief Compliance OfficerCRD 8186223

Contacts

1 of 1
  • Mark Kelly

    Mark Kelly

    DirectorCRD 4921617

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Timonium, MD

Baltimore

Location

Timonium, MD

Headquartered in Timonium, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.

Metro area
Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
Region
South
County
Baltimore
Address
Deereco Rd
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth