A complete list of active advisors currently associated with Kinetic Wealth Investment Advisors, LLC

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

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.

To learn more about the advisors currently working at Kinetic Wealth Investment Advisors, 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.