A complete list of active advisors currently associated with Kinson Wealth Group LLC

Warmer can help you find a great advisor at Kinson Wealth Group LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kinson Wealth Group 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.