Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $780K | 1.30% |
| $780K - $1.8M | 1.00% |
| $1.8M - $3.7M | 0.80% |
| $3.7M - $8.0M | 0.55% |
| $8.0M - $18.0M | 0.50% |
| $18M+ | 0.50% |
Fees negotiable over $18,000,000
Fee Estimator
You'll pay an annual fee based on the value of your investment assets under management. The fee schedule for financial planning clients starts at 1.30% for the first $780,000, decreasing to 0.50% for assets between $8,000,000.01 and $18,000,000, with fees negotiable above $18,000,000. Investment-only clients have a different fee schedule. Financial planning clients also pay a one-time data-gathering and design fee of up to 50% of the annual financial planning fee. Financial Planning clients have a minimum quarterly fee of $1,875. Hourly consulting is available at $350-$990 per hour depending on the advisor.
Areas of Practice
Advisor Information
Office location
1010 9th Street, Suite 1, Rapid City, SD, 57701
Get directionsContact
Richard Steven KahlerRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Richard is involved in numerous non-investment related activities, primarily related to property management, holding companies, and trusts. He also engages in financial planning, financial therapy, and publishing, dedicating minimal time to each activity.
Employment History
Current Registrations
Kfg, LLC
Kahler Financial Group, INC.
Previous Registrations
Khaler Financial Group
State Registrations2 states
Exams
Additional Information
Rick Kahler, MS, CFP, MSFP, CFT-1, CCIMis co-author of four books on the psychology of money:Conscious Finance(FoxCraft, Inc., Second Edition 2007),The Financial Wisdom of Ebenezer Scrooge (HCI, 2006),Facilitating Financial Health(NUCO, 2016 2nd Ed.) andWired For Wealth(HCI 2009). Rick has been a columnist for 28 years for several South Dakota newspapers and is the author of hundreds of articles and whitepapers.