KRM Advisory Services

Overview

KRM Advisory Services is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individuals and families, offering financial planning and discretionary portfolio management tailored to individuals and small businesses. Its client billing is flexible: fees can be charged as a percentage of assets under management, on an hourly basis, or as fixed fees, allowing the firm to serve both ongoing advisory relationships and project-based planning engagements. KRM is not positioned as a capital allocator or multi-state adviser, and it does not identify as an active ESG investor. Advisory activity concentrates on traditional financial planning and portfolio construction rather than institutional pension consulting or related-adviser services.

Assets & Accounts

Investments & Alternatives