A complete list of active advisors currently associated with Kelos Wealth Planning, LLC
Warmer can help you find a great advisor at Kelos Wealth Planning, LLC or one who fits your needs even better.
Kelos Wealth Planning, LLC is an independent, fee‑only registered investment adviser that offers comprehensive financial planning and discretionary wealth management to individuals (including high‑net‑worth clients), corporations and certain retirement and profit‑sharing plans. The firm provides ongoing portfolio management and written or digital financial plans and, like many independents, focuses on longer‑term advisory relationships rather than transactional brokerage. Investment implementation centers on diversified portfolios constructed from mutual funds and ETFs using asset allocation, tactical allocation, fundamental analysis and elements of modern portfolio theory, with the option to integrate separately managed accounts and third‑party sub‑advisers accessed through the Charles Schwab Advisor Services platform. The firm retains discretionary authority for day‑to‑day trading consistent with client objectives, documents client goals and restrictions up front, and conducts at least annual reviews of client accounts and plans. Noteworthy for a very small independent firm, Kelos was recently formed and currently reports no assets under management, yet operates as a formally organized LLC with an identified managing member and chief compliance officer and an established Code of Ethics and written policies—features that differentiate it from many sole‑practitioner setups. The adviser is fee‑only and does not accept third‑party compensation, and its lead advisor holds CFP® certification and an insurance license that the firm discloses is not used to sell insurance products.
To learn more about the advisors currently working at Kelos Wealth Planning, 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.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 3
|
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)