Kinson Wealth Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kinson Wealth Group, LLC provides investment management and financial planning primarily to individual clients while also serving employer-sponsored retirement plans, charitable organizations, and businesses. Its services include discretionary portfolio management, retirement plan management and pension consulting, as well as educational seminars and speaking engagements.
The firm operates as a fee-only adviser and typically implements client strategies through tailored asset-allocation models, using a mix of passive and active vehicles and drawing on fundamental analysis and Modern Portfolio Theory. Engagements may be project-based or ongoing, the adviser accepts discretionary trading authority, and client preferences — including socially responsible investing screens — can be accommodated.
Distinctive for a solo, recently established adviser with roughly $776,883 in reported assets under management and four clients, the firm offers institutional retirement‑plan services and pension consulting and states it may act as an ERISA 3(38) investment manager for plan sponsors. It also provides fee‑based educational seminars and speaking engagements, services that are less common among independent one‑advisor firms.
Client services
Expertise
Occupation focus
Fee options
Project-Based Financial Planning fixed fees range from $2,400 to $30,000; initial financial planning fee up to $2,500.
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001+: 0.75%
$300 to $700 per hour for financial planning services.
Ongoing Financial Planning fixed fees range from $200 to $2,500 per month or $600 to $7,500 per quarter; hourly ongoing planning fees $300 to $700 per month or quarter.
Fee-only: Investment management and financial planning fees only; no commissions or sales-related compensation.
Main office
Louisville KY
Advisors at this office
1
Most active in
Kentucky
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
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