Kabat Advisory Group, LLC

Overview

Kabat Advisory Group, LLC is organized as a limited liability company with individual ownership and is identified in the data as an unclassified adviser that acts as a capital allocator. The firm provides financial planning services, runs educational seminars/workshops, and offers selection-of-other-advisers services—indicating they may place client assets with third-party managers or subadvisers rather than operating a large in‑house asset management platform. Their stated fee arrangements include hourly charges, fixed fees and other non‑asset‑based pricing options. The firm is not flagged as an active ESG investor, is not a pension consultant, and is not listed as a multi‑state adviser. An industry affiliation with an insurance company is noted, which aligns with the firm’s use of insurance products in client solutions.

Investments & Alternatives

Location & Offices