Fee-only adviser · San Luis Obispo, CA
KMR Wealth Advisory, LLC
KMR Wealth Advisory, LLC is a fee-only investment adviser registered with the securities regulator of California, with its main office in San Luis Obispo, California. On its latest Form ADV, filed March 16, 2026, it reports $66M in regulatory assets under management, 98 individual clients and 1 employee who gives 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 | State-registered: California |
|---|---|
| Firm CRD number | 171327 |
| Office | 1042 Pacific Street Suite C San Luis Obispo, CA 93401 |
| Phone | (805) 546-9664 |
| Website | kmrwealthadvisory.com |
| Regulatory assets under management | $66M |
| Individual clients | 84 non-high-net-worth, 14 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 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 San Luis Obispo
- R.i.t. Wealth Advisors $235M
- Peak Wealth Advisors, Inc. $99M
- Cerro Pacific Wealth Advisors, LLC $532M
- Lance Parker Wealth Management $38M
- Salvini Financial Planning $116M
- Burkart & Stevens Wealth Management $8.0M
See all 14 fee-only advisers in San Luis Obispo →
Nearby
- Atascadero 2 firms
- Templeton 2 firms
- Santa Maria 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at KMR Wealth Advisory, LLC? Update this listing.