Kickstand Wealth Advisors logo

Kickstand Wealth Advisors

Updated today

Client assets under management

$622,746,475

Clients

376

57% high-net-worth

Advisors

5

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

75

High

Average account size

$1,656,241

About

Kickstand Wealth Advisors provides personalized financial planning and both discretionary and non-discretionary investment management to individuals (including high‑net‑worth clients), families and entities such as family offices, trusts, private foundations, and qualified retirement plans; it also provides advisory services to certain broker‑dealer variable annuity customers. The firm integrates retirement‑plan advisory work with comprehensive financial planning as part of its investment management engagements.

Investment decisions are tailored to each client and grounded primarily in fundamental analysis with a generally long‑term orientation, though the firm may execute shorter‑term trades when client goals or security fundamentals warrant. Kickstand may allocate assets to unaffiliated external managers and uses a broad investable universe — principally mutual funds and ETFs but also individual equities and fixed income, private/illiquid funds, REITs, interval and closed‑end funds, structured notes and other alternative investments — depending on client suitability.

Distinctive features include a typical account minimum policy (generally $500,000, subject to waiver) and use of a third‑party securities‑class‑action claims monitoring service that clients may opt out of; the firm also accepts compensation from broker‑dealers for providing advisory services to certain variable annuity customers. Kickstand generally recommends custody through a major institutional custodian and does not accept proxy‑voting authority, leaving voting responsibilities to clients.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Real estate investing

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

0.25% to 1.50% annually

Other

Account minimum: $500,000

Main office location

Kickstand Wealth Advisors

1250 Pittsford Victor Rd.,, Bldg. 200, Suite 290

Pittsford NY 14534, United States

Number of offices

1

Most active in

California · Florida · Massachusetts · Michigan · New York · North Carolina · South Carolina · Texas · Virginia

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

user avatar

Devyn L

CFP®, Series 66

Pittsford, NY

Kickstand Wealth Advisors

Devyn Little is a CFP® and holds a Series 66 license with eight years of industry experience. She is currently with Kickstand Wealth Advisors, where she has been since 2021, following prior roles at Bank of America, Merrill, and Commonwealth Financial Group. Kickstand Wealth Advisors serves individuals, families, and entities such as family offices and trusts, offering personalized financial planning and both discretionary and non-discretionary investment management. The firm’s investment approach is primarily long-term and grounded in fundamental analysis, with a broad investable universe including mutual funds, ETFs, individual equities, and alternative investments tailored to client suitability.

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.

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.

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.

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.

Private / alternative investments Real estate investing
Warmer team member

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.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")