Kinetix Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$12,226,167
Clients
44
Advisors
1
of 1 employees
About
Kinetix Financial Planning works with individuals, high‑net‑worth clients, and employer plan sponsors, offering discretionary portfolio management, comprehensive and ongoing financial planning, and tax preparation as part of certain planning tiers. The firm also provides employee benefit plan advisory services for participant‑directed retirement plans, a form of pension consulting that relatively few independent advisers include in their service mix.
The firm constructs client-specific investment policies and primarily implements passive, asset‑class portfolios using index mutual funds and ETFs, while also employing fundamental, technical, and cyclical analysis in portfolio selection and review. Accounts are generally managed on a discretionary basis, and investment management clients who meet the firm’s internal thresholds receive integrated ongoing financial planning; the firm also offers longer‑term comprehensive planning on an ongoing subscription basis.
Noteworthy characteristics include the combination of traditional retail wealth management with pension/employee benefit plan consulting and the availability of tax preparation integrated into higher‑tier planning engagements. Kinetix operates as a small, owner‑led practice overseen by a CFP® certificant with prior trading and derivatives experience, a service profile that differs from many solo independent advisers.
Client services
Expertise
Fee options
Comprehensive Financial Planning upfront fee ranging from $800 to $3,500; Financial Planning Fixed Fee ranging from $1,000 to $10,000
$0 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001+: 0.50%
Financial Planning hourly fee at $200 per hour, negotiable
Comprehensive Financial Planning ongoing monthly fee $250 to $2,000; Tax preparation and planning in financial planning tier $500 to $2,000 per month
Fee-only: Comprehensive Financial Planning: Upfront fee $800 to $3,500 plus ongoing monthly fee $250 to $2,000; Financial Planning Fixed Fee: $1,000 to $10,000; Financial Planning Hourly Fee: $200 per hour
Main office
Granbury TX
Advisors at this office
1
Most active in
Texas
Also doing business as
Kinetix Financial Planning · Kinetix Financial Planning LLC
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
Quick links
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