KG Advisors

Financial Advisor in Austin, TX

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Firm Info
Address: 6500 River Pl Blvd Bld 7 Ste 250, Austin, TX 78730, USA
Phone: (512) 346-8000

Firm Size
Assets Under Management: $90.4 million
# of Advisors: 2
# of Clients: 354
Client to Advisor Ratio: 177:1
Average Account Size: $255,242
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Selection of Others Advisors
  • Other

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Other Investment Advisors

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Kg Advisors, Inc. Overview

KG Advisors, Inc. is an investment advisory firm that was established in 2021. With their headquarters located in Austin, TX, they specialize in providing investment advice to individuals and small businesses. As a registered investment advisory firm, their fee arrangement is fee-only, ensuring that their clients receive unbiased advice on their investment decisions. Apart from investment advice, KG Advisors, Inc. offers financial planning services to help clients plan and manage their finances. With their years of experience, they have honed their skills in portfolio management for individuals and small businesses. Their services also extend to pension consulting; where they help clients navigate and manage their pension plans. In addition, KG Advisors, Inc. helps clients select other advisors who can provide more specific financial services that may not be within their purview. They offer sub-advisory and administrative services to help clients streamline their investment processes and ensure that things run smoothly. At KG Advisors, Inc. their main goal is to help clients achieve their financial goals by offering comprehensive and personalized investment advisory services.

KG Advisors, Inc. is a well-established financial services firm that provides advisory services to a variety of clients. The firm caters to a diverse range of clients, from individuals looking to build their investment portfolios to high net worth individuals with complex investment needs. KG Advisors also caters to other investment advisors who require specialized assistance with their business operations. Their clients value the firm's personalized approach, expert guidance and high level of knowledge and involvement in the financial markets. KG Advisors, Inc. offers fee structures that are designed to meet the needs of their clients. Depending on the service provided, the firm offers three types of fee structures. For clients who require asset management, the firm charges a percentage of assets under management (AUM). The percentage is typically lower for larger amounts of AUM. For clients who require more a-la-carte services, KG Advisors offers an hourly fee structure. This structure is particularly useful for clients who require specialized advice on certain aspects of their financial planning. Finally, KG Advisors, Inc. also provides fixed fee structures for clients who require more comprehensive services such as financial planning or estate planning. The firm recognizes that each client has unique needs and preferences and tailors their fee structures accordingly to ensure that their clients receive the highest level of value at all times.

Typical Clients, Fee Structures & Investment Minimum

According to KG Advisors, Inc.'s Part 2 Brochure, there is no mention of an investment minimum.

How This Office Can Help Austin, TX Residents

KG Advisors offers personalized financial planning and management services to clients in Austin, TX. The firm's experienced financial advisors work closely with clients to evaluate their unique financial situations, identify their goals and objectives, and develop a comprehensive, tailored financial plan to achieve those goals. Services include budgeting, investment management, retirement planning, tax planning, estate planning, and more. The firm has extensive experience working with individuals and families at all stages of life, from young professionals just starting out to retirees looking to preserve their wealth. Many people living in Austin, TX face unique financial challenges, including rising housing costs, student loan debt, and a high cost of living. KG Advisors can help clients navigate these challenges and make sound financial decisions that will help them achieve their long-term goals. The firm understands the local market and has extensive experience working with clients in the area, which ensures that clients receive personalized advice that is tailored to their specific needs. With KG Advisors by their side, clients can feel confident in their financial future and be secure in the knowledge that they have a trusted partner to help them along the way.

Services Offered by Kg Advisors, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Kg Advisors, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location 6500 River Pl Blvd Bld 7 Ste 250, Austin, TX 78730, USA
Phone (512) 346-8000
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Other Office Locations

This firm has no other locations.

State Registrations

Kg Advisors, Inc. is registered to service clients in the following states:

  • Texas
  • Washington

Disciplinary History

Kg Advisors, Inc. does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023