Extraordinary Kale LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Extraordinary Kale LLC provides advisory services to individuals, high-net-worth clients, and corporations or business entities, offering asset management, financial planning and consulting, and retirement-plan rollover advice. The firm’s services include ongoing portfolio supervision for managed accounts as well as modular written financial plans and one-time or ongoing consultations.
The firm tailors its advice to each client’s circumstances and can act on a discretionary or non-discretionary basis, following a primarily value-oriented, long-term approach while also using tactical and strategic asset-allocation techniques. Its stated methods include fundamental and technical analysis and incorporate derivative strategies—such as options transactions and margin—into portfolio management when appropriate.
Noteworthy aspects include the combination of hourly-billed financial planning and consulting with active portfolio management for both individual and corporate clients, offered by a newly registered adviser that currently reports no assets or active clients. The firm disclaims any role as a private fund adviser and the managing member maintains an unrelated executive role outside the advisory business.
Client services
Expertise
Fee options
$200 per hour for financial planning and consulting services.
Account minimum: $25,000 Minimum fee: Minimum fee generally charged for financial planning or consulting services on hourly basis is $750.
Main office
Lincolnton NC
Advisors at this office
1
Most active in
North Carolina
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")