A complete list of active advisors currently associated with Kinkelaar & Associates

Warmer can help you find a great advisor at Kinkelaar & Associates or one who fits your needs even better.

Kinkelaar & Associates serves individuals, trusts, estates, and small businesses, providing fee-only financial planning and investment advisory services through hourly project engagements and fixed-fee arrangements. The firm also conducts educational workshops and programs on financial and small-business topics, which are offered periodically and sometimes provided pro bono or through sponsors. The firm’s investment approach emphasizes fundamental analysis and the principles of Modern Portfolio Theory to establish strategic asset allocations, typically recommending low-cost mutual funds and ETFs and periodic rebalancing. Advice is delivered on a non-discretionary basis: clients receive specific recommendations but retain final implementation authority and the firm does not provide continuous account monitoring. Compared with many independent peers, the firm’s combination of serving business clients and routinely offering group educational programs is uncommon for a small advisory practice. It also differs by not charging percentage-of-assets or performance-based fees, not accepting commissions, and not taking custody of client assets, relying solely on client-paid hourly or fixed fees.

To learn more about the advisors currently working at Kinkelaar & Associates, 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.