KRM Financial Planning & Wealth Management, LLC

Overview

KRM Financial Planning & Wealth Management, LLC is an independent, individual-owned RIA that delivers fee-based wealth management and financial planning primarily to individuals and families. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides discretionary portfolio management alongside financial planning and pension consulting. It also acts as a capital allocator and performs selection-of-other-advisers work, which indicates it sources and places client capital with third-party managers when appropriate. KRM does not identify as an active ESG investor. Service lines emphasize portfolio management for individuals and small businesses as well as for businesses or institutions, and the firm lists pension consulting among its advisory activities. The regulatory and legal form is a limited liability company operating as an independent adviser rather than as part of a broker/dealer or wirehouse.

Assets & Accounts

Public Holdings

Investments & Alternatives