Kinder Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kinder Financial Services primarily serves individual clients — including many high‑net‑worth individuals — and also works with businesses, charities and small pension plans. The firm offers financial planning (tax, insurance, retirement and estate planning) and discretionary portfolio management using stocks, bonds, mutual funds/ETFs, government securities and options.
The firm tailors advice through consultations and written plans, monitors managed accounts weekly and reviews financial planning engagements annually. Its investment approach emphasizes technical security analysis and trend‑following on daily and weekly charts, with a focus on ETFs and blue‑chip dividend stocks (using tools described as “Investment Quality Trends”) rather than fundamental company analysis; some strategies can result in multiple trades per week.
Distinctive features disclosed in the brochure include the firm’s use of and public presentation of hypothetical performance and its practice of recommending outside money managers for alternative investments while sharing a portion of those managers’ fees. The principal also operates an affiliated entity, Blue Donkey Empires, which discloses real‑estate activity, and the firm reports modest assets under management (about $1.07 million) across a very small client base.
Client services
Expertise
Fee options
Written financial plan fees range from $200 to $2,000 based on complexity
$0 - $100,000: 1.5% $100,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% $1,000,000+: Negotiable
Up to $150/hour (negotiable)
Main office
2508 Country Club Road
Nashville IN 47448
Advisors at this office
1
Most active in
Indiana
Also doing business as
Blue Donkey Empires, Inc. · Kinder Financial Services
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.
Forms ADV
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