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The fee is billed in arrears and is negotiable.","source":"FORM ADV PART 2A WRAP APPENDIX, filed 9 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Kesler, Norman & Wride use?","answer":"Kesler, Norman & Wride’s separately managed account assets are held at Trade-PMR Inc. (Gainesville, FL), with $668M and Altruist Financial LLC (Dallas, TX), with $9.37M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 June 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Kesler, Norman & Wride have?","answer":"Kesler, Norman & Wride has 5 investment adviser representatives registered with state securities authorities, out of 9 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kesler, Norman & Wride invest in?","answer":"At the end of its last fiscal year, Kesler, Norman & Wride’s separately managed accounts held 72% exchange-traded equities, 25% registered funds (mutual funds, ETFs, BDCs), 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds, 1% cash and equivalents and 1% other. The 1% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kesler, Norman & Wride?","answer":"Kesler, Norman & Wride is owned through holding companies by Darcy Wride, Paul Norman, Garrett Smith and Christopher Kesler. Its direct owners are PM Norman Wealth Management Inc, Haydar Properties LLC, GGS Wealth Management, Inc., Brent Keller and CD Kesler Wealth Management, Inc., each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 24 June 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kesler, Norman & Wride get paid?","answer":"Kesler, Norman & Wride is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Kesler, Norman & Wride?","answer":"Kesler, Norman & Wride’s main office is at 2225 Washington BLVD., Suite 110, Ogden, UT 84401. Its phone number is 801-476-1200. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}