Kickstand Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kickstand Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment management to individuals (including high-net-worth clients) and a range of entities such as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm also delivers advisory services to brokerage customers for variable annuity holdings and generally charges AUM-based fees for its services.
The firm emphasizes a client-focused process that begins with a detailed understanding of each client’s financial situation, objectives, tax considerations and liquidity needs, and uses fundamental analysis to build long-term portfolios. While the firm commonly uses mutual funds and ETFs, it also routinely incorporates a broader set of investments — including individual equities and bonds, private/illiquid funds, REITs, interval and closed-end funds, variable annuities and structured notes — and may allocate assets to unaffiliated external managers when appropriate.
Distinctive features include the firm’s engagement of a third‑party service to monitor and file securities class action claims on clients’ behalf and its contractual relationships with broker‑dealers to provide advisory services for variable annuity customers. Kickstand typically requires a meaningful account size to open (with reserved exceptions) and leaves proxy voting responsibilities with clients rather than voting proxies on their behalf, practices that differentiate it from many peers.
Client services
Expertise
Fee options
$0+: 0.25% to 1.50% annually (negotiable within this range) $0+: For Brokerage Customers, up to 1.00% annually
Account minimum: $500,000 Fee-only: Annual advisory fees ranging from 0.25% to 1.50%, negotiated on a case by case basis; brokerage customers pay up to 1.0% annually paid by broker-dealer, not charged separately to client
Main office
1250 Pittsford Victor Rd., Bldg. 200, Suite 290
Pittsford NY 14534
Advisors at this office
6
Most active in
California · Florida · Massachusetts · Michigan · New York · North Carolina · Pennsylvania · South Carolina · Texas · Virginia · Washington
Also doing business as
Kickstand Ventures, LLC · Kickstand Wealth Advisors
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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