A complete list of active advisors currently associated with Kiker Wealth Management, LLC

Warmer can help you find a great advisor at Kiker Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kiker Wealth Management, LLC, 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.