Kiker Wealth Management, LLC logo

Kiker Wealth Management, LLC

Updated today

Client AUM

$379,342,494

Clients

894

Advisors

4

of 9 employees

About

Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates and charitable organizations, and also offers retirement plan consulting and ERISA fiduciary services. The firm typically begins client relationships by developing a Financial Profile and Investment Plan and may deliver standalone planning, ongoing portfolio management, or project-based consulting.

KWM implements client plans using mutual funds, ETFs and selected individual equities, and describes its stock selection process as emphasizing technical analysis. Its stated strategy set includes long- and short-term purchases as well as short sales and options trading/writing, and accounts are managed on a discretionary basis with ongoing monitoring and rebalancing.

The firm’s brochure discloses several practices that are less common among peers: it has a formal arrangement with a third‑party promoter that refers prospective clients (with disclosure of compensation) and it discloses referral fees from third‑party precious‑metals custodians and occasional sponsorships by vendors. With roughly 894 clients and four advisors, KWM manages a high client count per advisor, and its use of short sales and options means it may engage in borrowing and derivative strategies within client accounts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies

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Fee options

Fixed

General consulting fees may be fixed fees negotiated per project

Commissions

Certain individuals are licensed insurance agents and receive commissions on insurance sales separate from advisory fees

Project-based

Financial planning charged up to $500 per hour; general consulting fees $150-$300 per hour depending on personnel and scope

Other

Minimum fee: We may impose a minimum portfolio value and/or a minimum annual fee; amounts are negotiable and not clearly specified Fee-only: Financial planning fees up to $500 per hour; consulting fees range from $150 to $300 per hour or fixed fees negotiated per project

Main office

788 West Church St.

Jasper GA 30143

Advisors at this office

4

Most active in

Alabama · Arizona · California · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Minnesota · Missouri · Nebraska · New Hampshire · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington

Also doing business as

Headwaters Investment Advisors, LLC · Kiker Ventures, Inc. · Kiker Wealth Management, LLC

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

Paul K

Series 63, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Paul Kiker Jr. is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Kiker Wealth Management since 2010. Outside of advisory work, he is involved in fixed insurance sales and is the owner of Kiker Ventures, an S corporation for tax purposes. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations, as well as retirement plan consulting and ERISA fiduciary services. The firm employs a technical analysis-driven stock selection process, managing accounts with a range of strategies including long- and short-term purchases, short sales, and options trading.

Options & derivatives strategies
user avatar

Robert S

Series 65

Jasper, GA

Kiker Wealth Management, LLC

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with one year of industry experience. He holds the Series 65 designation and previously worked at Northwestern Mutual. Outside of advisory work, he has experience in education and management roles spanning several years. Kiker Wealth Management provides financial planning and discretionary portfolio management for individuals, trusts, estates, and charitable organizations. The firm emphasizes technical analysis in its stock selection and employs strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis with ongoing monitoring and rebalancing.

Options & derivatives strategies
user avatar

Michael S

CFP®, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Michael Smith is a CFP® and holds a Series 65 license, with 10 years of experience in the financial advisory industry. He has been with Kiker Wealth Management, LLC since 2016. In addition to his advisory role, he is involved in fixed insurance sales, including term and whole life policies, although this activity represents less than 1% of his time during securities trading hours. Kiker Wealth Management provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations, using a strategy that emphasizes technical analysis and includes long- and short-term purchases, short sales, and options trading.

Options & derivatives strategies
user avatar

John A

Series 66

Jasper, GA

Kiker Wealth Management, LLC

John Alexander is a Series 66-licensed financial advisor with 22 years of industry experience. He has been with Kiker Wealth Management, LLC since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. He is also the president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management, LLC provides financial planning and discretionary portfolio management to individuals, trusts, estates, and charitable organizations. The firm employs a stock selection process emphasizing technical analysis and utilizes strategies including long- and short-term purchases, short sales, and options trading, managing accounts on a discretionary basis.

Options & derivatives strategies
View complete list of advisors at this firm
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