RIA · CRD 174001SEC-Registered

Updated:

Pamela Krueger and Company

Pamela Krueger and Company is a fee-only RIA and wealth advisory firm founded by financial literacy advocate Pamela Krueger.

Pamela Krueger and Company

Pamela Krueger and Company operates as a registered investment advisory firm focused on financial planning and wealth management for individual clients. The firm was founded by Pamela Krueger, who has built a reputation as a financial literacy advocate and has contributed commentary to national media including Forbes and Kiplinger (per public record). The firm's strategy centers on fiduciary, fee-only financial planning—meaning it avoids commissions or product sales. Services include retirement planning, investment management, and tax-aware strategies, structured around direct client relationships rather than pooled fund vehicles. The firm does not appear to engage in direct private equity or venture capital investments for its own account. The firm is believed to be a small team based in the United States. There is no public record of additional offices, institutional AUM, or affiliated philanthropic vehicles. Pamela Krueger has also been a co-founder of Wealthramp, a separate platform connecting consumers with fee-only advisors (per public record). A structural differentiator is Krueger's public profile as an investor educator—her firm operates at the intersection of media and advisory, atypical for a traditional RIA. The firm remains entirely client-service oriented with no disclosed institutional capital or proprietary deal-making.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Principals

Pamela Krueger

Founder and CEO

Sector focus

Wealth ManagementFinancial Planning

Frequently asked questions

Who runs investment decisions at Pamela Krueger and Company?

Pamela Krueger is the founder and CEO, overseeing the firm's financial planning and investment advisory services. The firm likely delegates portfolio decisions to a small team of advisors, though specific CIO or head of investments is not publicly named.

What services does Pamela Krueger and Company offer?

The firm provides fee-only financial planning, retirement planning, investment management, and tax-aware strategies. It does not sell commission-based products, in line with a fiduciary standard.

Is Pamela Krueger and Company affiliated with any larger institution?

The firm appears to be an independent RIA. Pamela Krueger also co-founded Wealthramp, a platform that matches consumers with fee-only advisors, which is a separate legal entity (per public record).

Does the firm manage pooled investment funds or make direct deals?

No public record indicates the firm manages pooled funds or makes direct private equity or venture capital investments. Its model is client-directed wealth management and financial planning.

What is Pamela Krueger's background?

Pamela Krueger has been cited as a financial literacy advocate and contributor to outlets such as Forbes and Kiplinger. She is also the co-founder of Wealthramp, a platform for fee-only advisor referrals.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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