KMR Financial Advisory, Inc.

Overview

KMR Financial Advisory, Inc. is a small, independent registered investment adviser serving individual and family clients plus a limited number of small-business relationships. The firm’s mandate centers on financial planning and portfolio management, delivered through flexible billing options — a percentage of assets under management, hourly work and fixed fees — which supports both ongoing advisory relationships and project-based engagements. KMR positions itself as a boutique adviser that relies heavily on pooled public funds rather than direct-stock strategies, and it does not identify as an ESG or multi-state specialist. The firm is not structured as a capital allocator and does not act as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices