Top financial advisors in Rapid City, SD
We’ve curated a list of the best financial advisors in Rapid City, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$150,100,000
Number of advisors
6 advisors
| $150,100,000 | 6 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rapid City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rapid City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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.
$150,100,000 under management
6 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
BLENDED FEES BASED ON % OF AUM, NW AND SCOPE OF ENGAGEMENT
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPublication Of Periodicals Or NewslettersEducational Seminars/workshopsConsultation,financial Coaching (individual & Group), Columnist & Author, Educational Workshops And Seminars
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Rapid City, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Rapid City. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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