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Transparency & Trust: Understanding Our Client Relationship (Form CRS)

Learn how KPP Financial works for you. View our Form CRS for a clear summary of our services, fees, and fiduciary obligations to our clients.

Understanding Our Commitment: The KPP Financial Relationship Summary

When it comes to your wealth, transparency isn’t just a preference—it’s a requirement. At KPP Financial, we believe that an informed investor is a confident investor. That is why we provide our Form CRS (Customer Relationship Summary) as a clear, concise guide to how we work for you.

What is Form CRS?

Form CRS is a uniform disclosure document mandated by the Securities and Exchange Commission (SEC). Its purpose is to help retail investors understand the nature of their relationship with their financial professionals. While the world of finance is often clouded by complex jargon, this summary is designed to be straightforward and easy to digest.

Why This Matters for Your Portfolio

Choosing a financial partner is one of the most significant decisions you will make for your future. This document outlines the critical "pillars" of our relationship, including:

  • Our Services: A breakdown of our investment advisory services and how we monitor your accounts.
  • Our Fees: A transparent look at what you pay for our expertise, including how those fees are calculated and any potential costs associated with your investments.
  • Our Fiduciary Duty: An explanation of our legal and ethical obligation to act in your best interest at all times.
  • Conflicts of Interest: Honest disclosure of how we manage any potential conflicts to ensure your goals remain the priority.

Your Peace of Mind is Our Priority

Whether you are listening to the InvestTalk podcast or meeting with our team for a portfolio review, our goal remains the same: to provide independent, disciplined investment advice. We encourage you to download the full summary below and prepare any questions you may have for our team.

Download the KPP Financial Form CRS

Have questions about the details in this document? We are here to help. Contact our team today to schedule a conversation about your financial roadmap.