Kinetix Financial Planning

Overview

Kinetix Financial Planning is a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm serves primarily individual and family clients but also works with small institutional relationships. Its advisory services center on financial planning, ongoing portfolio management for individuals and small businesses, and pension consulting. Fee arrangements are flexible and include asset-based fees, hourly charges, and fixed-fee engagements, which fits a practice that combines ongoing management with project-based planning work. Investment behavior is equity‑oriented: the vast majority of client assets are held in exchange‑traded equities, pointing to a core equity allocation strategy. The firm does not identify as an active ESG investor and is not flagged as a multi‑state adviser. Kinetix positions itself as a hands-on planner/adviser for clients who want a blend of fee transparency and direct market exposure, using custodial relationships to execute and custody client portfolios.

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Location & Offices