Kiplinger Wealth Advisors

RIASEC Registered

Total AUM

$262M

Discretionary

$262M

100% of AUM

Avg account

$237K

Accounts

1,103

Employees

Advisory reps

Firm details

Headquarters: Springboro, Ohio
CRD number: 116726
Registered since: January 2, 2024
Website: www.kiplingerwealth.com
Custodians: ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Other
Client types: HNWI50.34%
Individuals49.66%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kiplinger Wealth Advisors is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (2024) and is owned by an individual. Its client focus is individuals and families; service offerings include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, pension consulting services, and educational seminars and workshops. The firm acts as a capital allocator and bills clients through a mix of percentage-of-AUM fees, fixed fees, commissions, and other fee arrangements. It does not identify as an active ESG investor.