A complete list of active advisors currently associated with K&S Wealth Advisors, LLC

Warmer can help you find a great advisor at K&S Wealth Advisors, LLC or one who fits your needs even better.

K&S Wealth Advisors provides discretionary portfolio management and standalone financial planning for individuals and high‑net‑worth clients, and also lists pension and profit‑sharing plans and charitable organizations among its client types. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and limits its recommended investments primarily to mutual funds, ETFs, equities, fixed‑income, real estate funds, TIPS and non‑U.S. securities. K&S tailors portfolios to each client, seeks fair allocation of limited investment opportunities, and documents risk tolerances and investment guidelines; it typically manages accounts on a discretionary basis and may use select third‑party managers for separately managed accounts. Its stated methods of analysis include charting, fundamental and quantitative analysis, technical analysis and modern portfolio theory, and it generally pursues a long‑term investment approach while remaining attentive to market conditions. The firm’s ADV disclosures identify an affiliation with a broker‑dealer (registered representatives associated with Kuykendall & Schneider, Inc.) and describe policies intended to avoid commission conflicts, while also requiring clients to use specific custodians (Charles Schwab, American Funds/Capital Group, and Capital Bank & Trust). In addition to the more typical individual and HNW client base, the firm’s filings indicate relationships or services involving a broader set of institutional and government‑related entities, a client mix that is less common among peer team firms.

To learn more about the advisors currently working at K&S Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.