Kiker Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$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
Expertise
Fee options
General consulting fees may be fixed fees negotiated per project
Certain individuals are licensed insurance agents and receive commissions on insurance sales separate from advisory fees
Financial planning charged up to $500 per hour; general consulting fees $150-$300 per hour depending on personnel and scope
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
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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