A complete list of active advisors currently associated with Kickpoint Financial, LLC

Warmer can help you find a great advisor at Kickpoint Financial, LLC or one who fits your needs even better.

KickPoint Financial serves individual clients — including high-net-worth individuals — as well as trusts, estates, and businesses, operating with a single-advisor model and managing roughly $15.4 million for a small client base. The firm provides comprehensive wealth management and financial planning alongside discretionary portfolio management, typically building ETF-centered portfolios while sometimes using individual stocks or bonds from legacy holdings. The firm’s investment process is primarily long-term oriented but incorporates fundamental, technical, cyclical, and charting analyses and may trade shorter term for rebalancing or tax reasons. KickPoint Financial manages accounts on a discretionary basis through a recommended qualified custodian and makes use of margin borrowings in client accounts when appropriate, with the associated risks disclosed to clients. KickPoint Financial is notable among peers for sponsoring a wrap fee program that bundles transaction costs into its advisory fee and for offering performance-based fee arrangements to qualified clients under a high-water mark design. The firm is affiliated with another registered investment adviser under common control and maintains an institutional relationship with its custodian that provides the firm with technology and other economic benefits, which the firm discloses as potential conflicts of interest.

To learn more about the advisors currently working at Kickpoint Financial, 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.