# KMG Fiduciary Partners

KMG Fiduciary Partners is a RIA based in Toledo, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Toledo, United States
- **Region:** North America
- **Address:** Toledo, OH, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** kmgfp.com
- **LinkedIn:** https://www.linkedin.com/company/kmg-fiduciary-partners

## Regulatory record

- **CRD number:** 298331
- **SEC file number:** 801-113981
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-12T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/298331

## About

Founded in 2018 and headquartered in Toledo, Ohio, KMG Fiduciary Partners established itself as a fee-only registered investment adviser serving a mix of individual and institutional clients. The firm provides portfolio management and financial planning under a fiduciary standard, meaning it is legally obligated to put client interests ahead of its own revenue considerations. Its client base spans high-net-worth individuals, pension plans, trusts, and corporations, predominantly in northwestern Ohio and southeastern Michigan. The firm manages discretionary portfolios across multiple asset classes, typically constructing allocations from individual equities, fixed-income securities, mutual funds, and exchange-traded funds. KMG FP's approach emphasizes long-term financial planning integrated with investment management, rather than tactical trading or alternative-asset access. The firm does not publicly disclose a concentrated sector focus, differentiating it from venture- or real-estate-heavy RIAs. Geographic concentration remains regional, with most client relationships originating in the Toledo metropolitan area and extending into broader Midwest markets. As a boutique practice, KMG Fiduciary Partners operates with a lean team of advisors. The firm has not announced any adjacent vehicles, philanthropic arms, or separate operating businesses as of public record. In recent periods, the firm has maintained its core wealth-management mandate without visible expansion into family-office services or multi-family-office club structures. Structurally, KMG FP's key differentiator is its fee-only fiduciary posture in a regional market where commission-based wealth management and insurance-affiliated advisory models remain common. By eschewing proprietary products and sales incentives, the firm aligns its revenue directly with client outcomes. This architecture positions it as a straightforward, conflicts-minimized option for local families and small institutions seeking basic wealth management without the complexity of larger national platforms.

## Questions

### Is KMG Fiduciary Partners a fiduciary for all client accounts?

Yes. As a registered investment adviser, KMG Fiduciary Partners operates under a fiduciary standard, legally obligating it to act in its clients' best interests. This applies across its portfolio management and financial planning services for individuals, pensions, trusts, and corporations. The firm's name and marketing emphasize this fiduciary commitment as a core differentiator from broker-dealer models.

### How does KMG Fiduciary Partners charge for its services?

KMG FP is a fee-only adviser, meaning its compensation comes directly from client-paid advisory fees rather than commissions or third-party payments. Typical fee structures for firms of this type include a percentage of assets under management, flat retainer fees, or hourly charges for financial planning. The firm does not sell proprietary investment products or insurance.

### What types of clients does KMG Fiduciary Partners serve?

The firm advises a range of clients including individuals, high-net-worth families, pension plans, trusts, and corporations. Most of its client relationships are regional, concentrated in northwestern Ohio and southeastern Michigan. This mix allows KMG to offer both personal financial planning and institutional portfolio management from its Toledo base.

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- [KLR Investment Advisors](https://altss.com/profile/klr-investment-advisors)
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Last updated: 2026-08-11T02:43:31.692Z

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