KUTSCHER BENNER BARSNESS & STEVENS, INC.
SEC RegisteredThe art of financial counsel
About the firm
KRB Financial operates under a Financial Counsel model that integrates different disciplines—wealth management, tax planning, investment management, and estate planning—to address clients' specific financial situations. Their team includes planners, analysts, and attorneys who align their expertise with client needs.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, tax planning, investment management, estate planning, and problem-solving across integrated financial disciplines
Who they serve
Clients who come with a specific situation or need to address
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 51 | $23M |
| High Net Worth Individuals | 129 | $590M |
| State/Municipal Entities | 5 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 0.80% |
| Next $1,500,000 | 0.70% |
| Next $2,000,000 | 0.60% |
| Next $5,000,000 | 0.50% |
| Next $9,000,000 | 0.20% |
Data as of January 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KUTSCHER BENNER BARSNESS & STEVENS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.