Kintra Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans and corporations, offering wealth management, financial planning, retirement-plan consulting, and both discretionary and limited non‑discretionary portfolio management. The firm manages approximately $1.5 billion in discretionary assets and also advises institutional clients and retirement plans, while recommending third‑party managers when appropriate.
The firm’s investment process combines client interviews and document review with model-driven asset allocation and fundamental security analysis, implemented on a household basis to optimize tax efficiency and avoid duplicate holdings across accounts. Kintra integrates planning and investment workstreams — from legacy‑security transitions and mutual‑fund share‑class conversions to the use of SMAs, active and passive strategies, and occasional margin only for higher‑risk clients.
Kintra’s structure and service mix include several features less common among peers: a dedicated business exit planning practice (KintraExits) for privately held business owners, an institutional brand that collaborates with Investment Research Partners, and an affiliated sub‑adviser (Kintra Investments, LLC) that provides sub‑advisory services to the MC Trio Buffered ETF. The firm also maintains relationships with third‑party broker/dealers (including certain Advisory Persons who are registered representatives of Mutual Securities, Inc.) and provides consulting to MSI brokerage customers, and it offers multiple fee arrangements (including blended subscription+AUM options) and insurance transactions through an affiliated insurance entity — each of which the brochure discloses as potential conflicts to be managed.
Client services
Expertise
Occupation focus
Fee options
Fixed fees generally range from $1,500 to $7,500 for financial planning; business exit planning fees are fixed and based on complexity; institutional advisory fees can be asset-based or fixed and negotiable
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%
Certain advisory persons are registered representatives and may earn commissions separately from advisory fees
$200-$400 per hour for financial planning services
Monthly subscription combined with percentage of AUM as one fee option
Fee-only: Hourly rate from $200-$400 per hour; fixed fees generally range from $1,500 to $7,500
Main office
See office1000 Commerce Park Drive, Suite 416
Williamsport PA 17701
Advisors at this office
15
Offices (11)
Williamsport, PA
1000 Commerce Park Drive Suite 416, Williamsport, PA 17701
15 advisors
Marysville, OH
127 W. 5th Street, Marysville, OH 43040
9 advisors
Greenville, RI
600 Putnam Pike, Suite 4, Greenville, RI 02828
7 advisors
Warren, NJ
28 Mountain Blvd, Warren, NJ 07059
6 advisors
Austin, TX
248 Addie Roy Road Suite C 103, Austin, TX 78746
4 advisors
Most active in
Arizona · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Illinois · Indiana · Kentucky · Maine · Maryland · Massachusetts · Michigan · New Hampshire · New Jersey · New York · North Carolina · Ohio · Pennsylvania · Rhode Island · South Carolina · Tennessee · Texas · Virginia · Washington · West Virginia
Also doing business as
Evergreen Wealth Solutions · Evergreen Wealth Solutions, LLC · Kintra Exits · Kintra Institutional · Kintra Wealth, LLC · Loring Advisory Group · Mccarthy & Cox Retirement & Estate Specialists · Rembrandt Financial Group · Tupler Financial · Warren Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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Advisors at this firm
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