KRM Financial Planning & Wealth Management, LLC

RIASEC Registered

Total AUM

$211M

Discretionary

$211M

100% of AUM

Avg account

$410K

Accounts

516

Employees

Advisory reps

Firm details

Headquarters: Saint Charles, Illinois
CRD number: 338738
Registered since: January 2, 2026
Website: krmfinancial.com
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI75.53%
Individuals24.47%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

KRM Financial Planning & Wealth Management, LLC is an independent, individual-owned RIA organized as an LLC and registered with the SEC in 2026. The firm positions itself as a comprehensive wealth manager for individuals and families, combining financial planning with discretionary portfolio management for both personal and small-business clients. Its service menu includes financial planning, portfolio management for individuals and businesses or institutions, pension consulting services, and the selection of other advisers. Fee arrangements are mixed: percentage-of-AUM billing is offered alongside hourly and fixed-fee engagements. The firm also operates as a capital allocator, directing client capital to third-party managers where appropriate. ESG is not a stated focus.