A complete list of active advisors currently associated with Kanso Capital

Warmer can help you find a great advisor at Kanso Capital or one who fits your needs even better.

Kanso Capital provides financial planning and discretionary investment management to individuals, high‑net‑worth clients, small businesses, non‑profit entities, and trusts. The firm delivers written financial plans that address retirement, estate and incapacity planning, cash flow and debt management, business planning, and charitable giving, and implements investment programs through its in‑house models. The firm’s investment approach combines Modern Portfolio Theory with fundamental analysis, favoring low‑cost passive funds while selectively using active managers when the adviser believes they may add value; portfolios are constructed for diversification and may include exposures such as real estate and gold. Management is discretionary, and the firm explicitly incorporates clients’ business interests, real estate, and private investments into portfolio recommendations and also provides 401(k) plan design and 3(21) fiduciary services for small employers. Noteworthy features include a relatively small asset base (about $18 million) spread across roughly 54 client relationships and a policy that links planning to management by waiving hourly planning fees for clients who take investment management. The firm’s principal holds CFP certification with prior trust operations and brokerage experience, and the firm leaves custody and proxy‑voting responsibilities with clients’ independent custodians.

To learn more about the advisors currently working at Kanso Capital, 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.