A complete list of active advisors currently associated with Kickstand Wealth Advisors

Warmer can help you find a great advisor at Kickstand Wealth Advisors or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kickstand Wealth Advisors, 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.