Kinetic Wealth Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$211,590,579
Clients
173
Advisors
3
of 3 employees
About
Kinetic Wealth Investment Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan consulting and selection of third-party managers to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations, and other advisers. The firm reports managing roughly $214.5 million in discretionary assets across three advisors and about 173 client relationships, and offers services such as written investment policy statements, ongoing monitoring, and access to LPL’s Small Market Solutions (SMS) menus for participant‑directed plans.
The firm’s investment process combines methods including modern portfolio theory, fundamental and quantitative analysis, and technical/charting techniques, with a focus on U.S. stocks, ETFs, mutual funds and long‑term trading. KWIA generally manages accounts on a discretionary basis using model allocations tailored to each client’s documented risk tolerance and objectives, provides quarterly custodian reporting, and may direct clients to third‑party managers or LPL Research investment menus for plan menus and asset management.
Noteworthy aspects include an affiliation with an accounting firm that solicits clients for the adviser and receives compensation for that activity, and that a firm principal also operates as a registered representative of a broker‑dealer and as an insurance agent—relationships the brochure discloses as presenting potential conflicts of interest. The firm requires clients to use LPL Financial for custody and brokerage, participates in LPL’s programs that provide certain economic benefits, and also offers consulting services to other investment advisers for hourly or referral compensation.
Client services
Expertise
Occupation focus
Fee options
Fixed fee of $1,000 for creating client financial plans (negotiable)
Up to 2.00% annually
Commission from sale of securities and insurance products by registered representatives and agents
$250 per hour for financial planning and consulting services
Main office
28045 Clemens Rd, Suite D
Westlake OH 44145
Advisors at this office
3
Most active in
Florida · Ohio · 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Advisors at this firm
Brandon R
CFP®, Series 66
Westlake, OH
Kinetic Wealth Investment Advisors, LLC
Brandon Rotsky is a CFP® with eight years of industry experience currently serving as an investment advisor representative at Kinetic Wealth Investment Advisors, LLC. His prior roles include positions at LPL Financial, Sage Private Wealth Group, and TIAA. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and retirement-plan consulting to individuals, pension and profit-sharing plans, charitable organizations, corporations, and other advisers. The firm manages approximately $214.5 million in discretionary assets and employs a diversified investment approach combining modern portfolio theory, fundamental and quantitative analysis, and technical methods focused on U.S. stocks, ETFs, mutual funds, and long-term trading.
Richard P
CFP®, ChFC®, Series 63
Westlake, OH
Kinetic Wealth Investment Advisors, LLC
Richard Packer is a CFP® and ChFC® with 29 years of industry experience. He is a principal at Kinetic Wealth Investment Advisors, LLC, where he has worked since 2020, and has been affiliated with LPL Financial since 2004. In addition to his advisory role, he manages a CPA firm, North Valley Financial Services LLC, where he serves as member and manager. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other advisers. The firm employs a tailored, long-term investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, managing approximately $184.6 million in discretionary assets.
Everard C
CFP®, Series 63
Westlake, OH
Kinetic Wealth Investment Advisors, LLC
Everard Corcoran is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial and serving as an investment advisor through Kinetic Wealth Investment Advisors, LLC. His prior experience includes a long tenure at LPL Financial and a brief period at Ameriprise. Outside of his advisory roles, he is a co-owner of Ivyline, LLC, a business unrelated to investment activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its investment advice with an in-house research team that provides model portfolios and flexible implementation options tailored to client needs.
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