Nathaniel Gehring is a CFP-designated registered investment advisor at Kfg, LLC, based in Boca Raton, FL, with 14 years of industry experience. Nathaniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 97 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.8M | 1.00% |
| $1.8M - $3.7M | 0.75% |
| $3.7M - $8.0M | 0.50% |
| $8M+ | 0.50% |
Fees negotiable for assets over $8,000,000.
Fee Estimator
Location
Boca Raton, FL
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Regulatory 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 →Employment History
Current Registrations
Kfg, LLC
Previous Registrations
Kahler Financial Group, INC.
Keatsconnelly
Keatsconnelly
United Capital Financial Advisers
Keatsconnelly
Cross Border Planning Partners, LLC
Conceptual Investment Advisors, INC.
Couples Financial Planning & Coaching, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.