KBR Financial Solutions

Overview

KBR Financial Solutions is an independent RIA organized as an LLC and owned by an individual. The firm serves individuals and families and combines portfolio management with financial planning. Its advisory scope includes portfolio management for individuals and small businesses as well as for businesses or institutions. KBR also operates as an insurance broker, which aligns with its use of annuities within client solutions. The firm charges a mix of fee structures—percentage of AUM, hourly rates, and fixed fees—rather than relying on a single pricing model. It does not self-identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices