Kinetix Financial Planning
Firm details
- Headquarters
- ,
- CRD number
- 304351
- Website
- www.kinetixfp.com
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI58.52%
- Individuals34.34%
- Pension & Profit Sharing Plans7.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kinetix Financial Planning is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as some institutional relationships, and its advisory work centers on financial planning, portfolio management for individuals and small businesses, and pension consulting. Compensation is flexible: clients may be billed as a percentage of assets under management, or via hourly or fixed fees. The firm reports a stated preference for equities and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities89%
- Public Funds/Mutual Funds8%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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