Kickstand Wealth Advisors logo

Kickstand Wealth Advisors

Updated today

Client AUM

$622,746,475

Clients

376

Advisors

6

of 7 employees

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

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing

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Fee options

Percentage

$0+: 0.25% to 1.50% annually (negotiable within this range) $0+: For Brokerage Customers, up to 1.00% annually

Other

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

Advisors at this firm

Benjamin F

CFP®

Pittsford, NY

Kickstand Wealth Advisors

Ben has always been drawn to work where trust matters. Before entering financial planning, he studied pastoral ministry, a background that still shapes the way he listens, asks questions, and walks with people through important decisions. Over time, he became interested in business as a practical way to help families build stability, opportunity, and generosity. After transferring to Roberts Wesleyan University to study business and organizational management, Ben began working at ESL Federal Credit Union. There, he saw how personal financial decisions affect nearly every part of a family’s life—and how valuable clear guidance can be when people are trying to make wise choices. That experience led him to pursue deeper expertise early in his career, earning the CERTIFIED FINANCIAL PLANNER® designation and now serving on the board of the Rochester chapter of the Estate Planning Council. Ben later joined TIAA Wealth Management, where he worked closely with physicians, professors, administrators, and other healthcare professionals. The experience deepened his appreciation for clients whose financial lives often involve complex benefits, retirement plans, tax decisions, and significant responsibility. It also clarified the advisory model he wanted to be part of: one where clients are known personally, served consistently, and guided with care over many years. At Kickstand Wealth Advisors, Ben is a fee-only fiduciary for a limited number of families. Outside of work, Ben enjoys time with his wife, Ksenia, hiking in the Adirondacks, exploring Rochester’s live music scene, and serving at his church, where he is a board member and trustee.

Early retirement planning Charitable giving tax strategies Multi-generational wealth transfer Charitable giving & philanthropy Wealth management Doctor or Medical Professional Founder/Business Owner Approaching retirement Retired
user avatar

Devyn L

CFP®, Series 66

Pittsford, NY

Kickstand Wealth Advisors

Devyn Little is a CFP® professional with nine years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to joining Kickstand, Devyn worked at Bank of America and Merrill Lynch from 2017 to 2021. Kickstand Wealth Advisors provides personalized financial planning and investment management for individuals, including high-net-worth clients, as well as entities such as family offices and qualified retirement plans. The firm uses a client-focused process and fundamental analysis to build diversified portfolios that can include mutual funds, ETFs, individual securities, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing
user avatar

Corey E

CFP®, Series 66

Pittsford, NY

Kickstand Wealth Advisors

Corey Ernisse is a financial advisor at Kickstand Wealth Advisors in Pittsford, NY, holding CFP® and Series 66 certifications with seven years of industry experience. His prior roles include positions at Merrill Lynch, Liquid Products, Northwestern Mutual, and TCWP LLC dba Kickstand Wealth Advisors. Kickstand Wealth Advisors offers personalized financial planning and investment management services to individuals, families, and entities such as family offices and trusts. The firm employs a fundamentally driven, long-term investment approach tailored to client goals and utilizes a broad range of investment vehicles including mutual funds, ETFs, and alternative investments.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing
user avatar

Christine F

Series 63, Series 66

Pittsford, NY

Kickstand Wealth Advisors

Christine Fusare is a financial advisor with Kickstand Wealth Advisors and holds Series 63 and Series 66 licenses. She has 32 years of industry experience, including 25 years at Merrill before joining Kickstand Wealth Advisors in 2021. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and qualified retirement plans, offering personalized financial planning and both discretionary and non-discretionary investment management. The firm employs a long-term investment approach grounded in fundamental analysis and utilizes a broad range of investment vehicles tailored to client suitability.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing
user avatar

Jacob S

CFP®, Series 66

Pittsford, NY

Kickstand Wealth Advisors

Jacob Schlicht is a CFP® and holds a Series 66 designation with 17 years of industry experience. He has worked at Merrill for 14 years before joining Kickstand Wealth Advisors, where he has been since 2021. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and private foundations with personalized financial planning and both discretionary and non-discretionary investment management. The firm employs a fundamentally based, long-term oriented investment approach while tailoring decisions to client goals and suitability.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing
user avatar

Chad G

CFP®, Series 66

Pittsford, NY

Kickstand Wealth Advisors

Chad Goodchild is a CFP® with 24 years of industry experience, currently serving at Kickstand Wealth Advisors since 2021. Prior to this, he worked at Merrill for 19 years. He holds the Series 66 designation and is based in Pittsford, NY. Kickstand Wealth Advisors provides personalized financial planning and investment management to individuals, families, and entities including family offices and qualified retirement plans. The firm’s investment approach is primarily long-term and fundamental analysis-driven, with a broad range of asset options tailored to client needs.

Retirement plans for business owners (SEP, solo 401k) Private / alternative investments Real estate investing
View complete list of advisors at this firm
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