Kindred Peak Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kindred Peak Wealth Management is an independent, fee-only registered investment adviser that serves individuals, high-net-worth clients, and charitable organizations. The firm provides discretionary investment management, both ongoing and project-based financial planning, and retirement plan consulting and management, and offers a workplace financial‑planning benefit to employers.
Its investment approach emphasizes asset allocation informed by modern portfolio theory and a mix of active and passive strategies, with research that includes fundamental and cyclical analysis. The firm also uses separately managed accounts and outside managers when appropriate, may consider long/short and alternative investments for suitable clients, and can construct socially responsible portfolios tailored to clients’ values.
Notable for a firm of its size, it was recently formed and reported no assets under management at the time of its first filing, and is organized with a principal plus staff rather than operating as a solo practitioner. The firm requires clients to custody assets on institutional platforms (Schwab and/or Fidelity), follows a fee‑only model without performance‑based fees, and discloses that its principal holds both CFP and CFA credentials.
Client services
Expertise
Demographic focus
Fee options
Project-Based Financial Planning has fixed fees ranging from $2,500 to $25,000; Ongoing Financial Planning fees range from $250 to $2,500 per month.
$0 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.40%
Hourly rate mentioned as $500/hour for purposes of prorated fees in project-based financial planning.
Ongoing Financial Planning charged as a recurring fixed fee paid monthly in arrears, ranging from $250 to $2,500 monthly.
Fee-only: Investment management is fee-only; firm receives no commissions or other sales-related compensation.
Main office
San Antonio TX
Advisors at this office
1
Most active in
Texas
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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