Kahler Financial Group, Inc.

Kahler Financial Group, Inc., established in 1983, is an independent, fee-only financial planning firm based in Rapid City, SD. The firm manages $164,870,151 on a discretionary basis and $9,026,749 on a non-discretionary basis as of October 31, 2024. They specialize in financial planning for individuals, investment portfolio management, estate and tax planning, and more. The firm charges fees based on the total asset value of investment assets under advisement, with financial planning clients having a minimum quarterly fee of $1,875. Investment advisory fees are based on account balances and charged quarterly in arrears. Kahler Financial Group does not charge performance fees and acts as a fiduciary, always putting clients' interests first. They offer investment discretion services and utilize a five-step process for financial planning. The firm does not accept proxy authority to vote client securities and does not require prepayment of fees exceeding certain limits. Clients receive quarterly account statements directly from their custodians. Kahler Financial Group has a detailed Code of Ethics and maintains strict compliance with regulatory requirements.