Kmr Wealth Advisory, LLC
Kmr Wealth Advisory, LLC (CRD# 171327) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $45,616,950 in 165 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management46MILLION
Total Number of Accounts165ACCOUNTS
Average Account Value$276,466
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)
Kristin Rasmussen (CRD# 2298759) is an Investment Advisor Representative working at Kmr Wealth Advisory, LLC in San Luis Obispo, CA and has over 25 years of experience in the finance industry. Kristin Rasmussen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.