KWS Advisory Group, LLC

Overview

KWS Advisory Group, LLC is an independent registered investment adviser operating as a limited liability company that primarily serves individual and family clients. The firm acts as a capital allocator, combining fee-based advisory work with insurance brokerage activities. Its advisory services include financial planning, portfolio management for individuals and small businesses, selecting external managers, and running educational seminars and workshops. KWS charges a mix of fee structures—assets-under-management fees, hourly billing, and fixed fees—depending on the engagement. The firm does not identify as an active ESG investor and is not noted as a multi-state adviser. Its business model blends traditional wealth-management services with insurance distribution.

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