Fee-only adviser · Toledo, OH
KMG Fiduciary Partners, LLC
KMG Fiduciary Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Toledo, Ohio. On its latest Form ADV, filed May 12, 2026, it reports $1.7B in regulatory assets under management, 1,301 individual clients and 10 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 298331 · SEC file 801-113981 |
| Office | 7530 Kings Pointe Road Toledo, OH 43617 |
| Phone | (419) 517-8040 |
| Website | kmgfiduciarypartners.com |
| Regulatory assets under management | $1.7B |
| Individual clients | 898 non-high-net-worth, 403 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 16 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 12, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Toledo
- Alan B. Lancz & Associates, Inc. $175M
- Candela Financial $21K
- Reinhart Asset Management LLC $2.9M
- Gurnee Group, LLC $22M
See all 5 fee-only advisers in Toledo →
Nearby
- Holland 3 firms
- Sylvania 1 firm
- Maumee 1 firm
- Perrysburg 3 firms
- Waterville 1 firm
- Whitehouse 1 firm
- Monroe 2 firms
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