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How does the advisor help clients – Key Takeaways:
KEMP FINANCIAL MANAGEMENT, LLC is a trusted and experienced financial management firm, dedicated to helping clients achieve their financial goals. Their team of knowledgeable advisors have a deep understanding of the financial markets and provide personalized solutions to meet the unique needs of each client. Through their comprehensive services and unbiased advice, KEMP FINANCIAL MANAGEMENT, LLC strives to help individuals and families build and protect their wealth, now and for the future.
Facts and Insights:
Founded in 1995, KEMP FINANCIAL MANAGEMENT, LLC has been in the business of providing financial services for over 25 years. With a vast experience in the industry and a strong track record of success, clients can trust that their financial needs are in capable hands. As of 2021, the firm manages over $500 million in assets and has a team of 10 qualified advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1995 | $500 million | 10 |
Financial Services Offered:
KEMP FINANCIAL MANAGEMENT, LLC offers a wide range of financial services to help clients achieve their short-term and long-term financial goals. These services include investment management, retirement planning, tax planning, estate planning, and risk management. Their team of advisors works closely with clients to create personalized financial plans tailored to their unique needs and goals.
Client Types:
KEMP FINANCIAL MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, and small businesses. Their team has the expertise and experience to assist clients from various backgrounds and financial situations. Whether seeking to grow their wealth or protect their assets, clients can trust the firm to provide reliable and unbiased financial advice.
Fees & Compensation:
KEMP FINANCIAL MANAGEMENT, LLC operates on a fee-only basis, meaning they do not earn any commissions from investment products or services. This ensures that their advisors are always acting in the best interest of their clients, without any conflicts of interest. The firm’s fees are based on a percentage of assets under management, and they are transparent and easily understood by clients.
Background:
KEMP FINANCIAL MANAGEMENT, LLC was founded by John Kemp, a highly experienced financial advisor with over 30 years of experience in the industry. He built the firm with the vision of providing clients with personalized and honest financial advice to help them achieve their goals. The firm prides itself on its strong values of integrity, transparency, and trust, which guide all their interactions with clients.
Financial Advisor Disclosures to Know:
KEMP FINANCIAL MANAGEMENT, LLC strives to provide transparent and open communication with clients. As a registered investment advisor, the firm is required by law to disclose any potential conflicts of interest or disciplinary history. Clients can access this information through the firm’s Form ADV, which is available on the Securities and Exchange Commission’s website.