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The fee is billed in advance and is negotiable.","source":"ADV PART 2, filed 4 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does KOM Wealth Management Group use?","answer":"KOM Wealth Management Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $407M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 4 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does KOM Wealth Management Group have?","answer":"KOM Wealth Management Group has 7 investment adviser representatives registered with state securities authorities, out of 7 employees, and 7 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are 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 KOM Wealth Management Group invest in?","answer":"At the end of its last fiscal year, KOM Wealth Management Group’s separately managed accounts held 89% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 2% cash and equivalents and 1% pooled vehicles (private funds and similar).","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 KOM Wealth Management Group?","answer":"KOM Wealth Management Group’s direct owners are James McGlone (50% to 75%), Kaley Klepps (5% to 10%), Troy Sommerfeld (5% to 10%) and Kenneth McGlone (25% to 50%).","source":"Form ADV Part 1A, Schedules A and B, filed 4 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does KOM Wealth Management Group get paid?","answer":"KOM Wealth Management Group is paid through a percentage of assets under management, hourly charges and fixed fees. 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