Kg Advisors, L.p.

KG Advisors, LP is a financial advisory firm established in 2001 and based in Austin, TX. The firm specializes in investment advisory services, tax-efficient investing, retirement planning, protection planning, business planning, and estate planning. KG is owned and controlled by KG, Inc., with individual ownership by Eric Kendrick CFP, Gary Kolkhorst CPA, and Kenny Kolkhorst CPA. The firm offers investment management services focusing on optimizing tax efficiency for affluent investors, financial planning services covering various areas such as retirement and education planning, and tax and administrative services. KG charges fees for investment management and financial planning, with fees negotiable based on assets under management. The firm does not charge performance-based fees. KG serves individuals, high net worth individuals, and entities, with no minimum account requirements for investment management services. The firm offers both discretionary and non-discretionary investment management services. KG does not vote client proxies and does not have custody of client assets unless deducting fees. The firm's professionals, Eric W. Kendrick and Susan Ann Blair, hold relevant certifications and have no disciplinary history. For additional information, clients can contact Eric Kendrick, CFP, at 800.542.4916.