A complete list of active advisors currently associated with Kinstead Wealth Management LLC
Warmer can help you find a great advisor at Kinstead Wealth Management LLC or one who fits your needs even better.
Kinstead Wealth Management LLC is a newly formed, state‑registered investment adviser that offers discretionary portfolio management for individual investors alongside financial planning and consulting services. The firm also provides retirement plan consulting for qualified plans, including both ERISA 3(21) advisory support and the option to serve as a discretionary 3(38) investment manager, and offers participant education and enrollment assistance. The firm describes an investment process that begins with documented client objectives, time horizon and risk tolerance and applies fundamental and technical analysis to construct client‑specific asset allocations; strategies may include long‑ and short‑term holdings, option writing, the use of derivatives and margin where authorized. Financial planning and consulting are delivered as project engagements and the brochure discloses the use of hourly and fixed‑fee arrangements for planning and related services, with written plans provided for client review and implementation. Distinctive aspects noted in the brochure include an explicit emphasis on ERISA pension consulting and the stated use of hourly and fixed fees for planning—features that are uncommon among firms in this regulatory category—and an explicit exclusion of private fund advisory activity and certain non‑public or illiquid asset types. The filing is an initial brochure reporting no client assets under management at the time of filing, and the firm discloses that a principal maintains substantial public‑sector investment responsibilities and a secondary RIA registration that is intended to be wound down as Kinstead becomes fully operational.
To learn more about the advisors currently working at Kinstead Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Santa Rosa, CA
| 0
| |
Santa Rosa, CA
| 0
| |
Santa Rosa, CA
| 0
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)