Kahler Financial Group

Wealth Management Firm in Rapid City, SD

Firm Info
Address: 1010 9th St #1, Rapid City, SD 57701, USA
Phone: (605) 343-1400

Firm Size
Assets Under Management: $178.9 million
# of Advisors: 4
# of Clients: 544
Client to Advisor Ratio: 136:1
Average Account Size: $328,768
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops
  • 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

  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

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

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Kahler Financial Group, Inc. Overview

Kahler Financial Group, Inc. is an investment advisory firm that was established in 2003 in Rapid City, SD. It operates under a fee-only arrangement, which means that clients pay for investment advice only and not based on the investments made. The firm specializes in investment advice, offering financial planning and portfolio management services for individuals and small businesses. One unique aspect of Kahler Financial Group is that it also publishes periodicals and newsletters for its clients. This allows clients to stay up-to-date on market trends, and provides insights into current events that could impact their investments. Additionally, the firm offers educational seminars and workshops to help clients gain a better understanding of investment strategies and the market in general. In addition to investment advice, Kahler Financial Group also offers other services, including financial coaching for individuals and groups. They also provide consultation services for clients who need customized investment solutions. The founder of the firm, Rick Kahler, is also a columnist and author, providing further insight into financial planning and investments. Overall, Kahler Financial Group is a comprehensive investment advisory firm that provides a wide range of services to its clients.

KAHLER FINANCIAL GROUP, INC. serves a diverse group of clients with unique financial goals and needs. The firm provides financial planning services for individuals, including those seeking advice on retirement planning, estate planning, and debt management. High net worth individuals also benefit from KAHLER's expertise, as the firm offers specialized services for managing complex assets and investments. Charitable organizations seeking help with endowments, planned giving, and fundraising also turn to KAHLER for guidance. Additionally, KAHLER provides financial planning services for a variety of corporation types not listed. KAHLER FINANCIAL GROUP, INC. offers a variety of fee structures to suit the needs of their clients. For those seeking investment management services, KAHLER charges a percentage of Assets Under Management (AUM). Hourly fees are also available for clients seeking financial planning help on a project-by-project basis. Fixed fees are another option, which provide clients with pricing certainty for services such as estate planning or retirement management. The firm also offers a range of other types of fees. The fee structures available through KAHLER FINANCIAL GROUP, INC. are designed to ensure transparency and flexibility, providing clients with options to suit their unique financial planning needs.

Typical Clients, Fee Structures & Investment Minimum

According to KAHLER FINANCIAL GROUP, INC.'s Part 2 Brochure, there is an investment minimum requirement that varies depending on the type of investment account. For managed IRA and investment accounts, the minimum initial account balance is $100,000. For managed employer-sponsored retirement plan accounts, the minimum initial account balance is $500,000. Additionally, the firm states that they may waive the minimum investment amount requirement at their discretion. Thus, it can be inferred that KAHLER FINANCIAL GROUP, INC. has an investment minimum for certain types of accounts.

How This Office Can Help Rapid City, SD Residents

Crestwood Advisors is a full-service wealth management firm that assists clients in Suffolk County, MA with a wide range of financial concerns. Our team of experienced advisors works closely with individuals and families to help them achieve their financial goals through personalized planning and investment strategies. Clients in Suffolk County, MA may face a variety of financial situations, such as planning for retirement, managing investments and assets, navigating inheritance and estate planning, or ensuring financial security for their families. Crestwood Advisors provides customized solutions for each client, offering guidance and expertise tailored to their unique circumstances. By leveraging our extensive knowledge and resources, we help clients make informed decisions that are aligned with their financial objectives, ultimately helping them achieve greater peace of mind and confidence in their financial future.

To view the Minimum Investment and Fee Schedule for Kahler Financial Group, Inc., visit their Part 2 Brochure.

Services Offered by Kahler Financial Group, 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 Kahler Financial Group, 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.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Other
Unavailable
Subscription (Newsletter or Periodical)
Commissions
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 1010 9th St #1, Rapid City, SD 57701, USA
Phone (605) 343-1400
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Kahler Financial Group, Inc. is registered to service clients in the following states:

  • Colorado
  • Florida
  • Massachusetts
  • New Hampshire
  • South Dakota
  • Texas

Disciplinary History

Kahler Financial Group, Inc. does not have any disclosures. Please visit it's Form ADV for more details.