A complete list of active advisors currently associated with Kinetix Financial Planning

Warmer can help you find a great advisor at Kinetix Financial Planning or one who fits your needs even better.

Kinetix Financial Planning is a state-registered independent advisory firm that serves individual clients and employer plan sponsors, offering discretionary portfolio management, financial planning (fixed-fee, hourly, and ongoing subscription options), and integrated tax preparation and tax-planning services as part of certain planning tiers. The firm reports approximately $13.17 million in discretionary assets under management across about 44 client relationships. The firm primarily practices passive investment management, building asset-class-weighted portfolios using index mutual funds and ETFs, while also employing fundamental, technical, cyclical, and charting analysis as part of its research process. Ongoing financial planning is provided at no additional cost to investment management clients who meet a $1,000,000 assets-under-management threshold, and comprehensive planning engagements include monitoring and monthly-fee options. Compared with many solo independent advisers, Kinetix’s provision of employee benefit plan services — assisting plan sponsors with plan structure, investment option review, monitoring, and participant education — is a relatively uncommon pension-consulting capability; in that work the firm excludes advice on employer securities, non-public or illiquid assets, participant loans, and brokerage-window programs. The firm does not participate in wrap-fee programs, does not vote client proxies, and offers tax preparation only as part of enhanced planning tiers rather than as a standalone service.

To learn more about the advisors currently working at Kinetix Financial Planning, 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.