A complete list of active advisors currently associated with Kipling & Co.
Warmer can help you find a great advisor at Kipling & Co. or one who fits your needs even better.
Kipling & Co. works with individual households and small businesses and provides fee-only financial planning and portfolio management focused on retirement, insurance, tax-related planning, and estate considerations. The firm does not sell investment products or accept commissions and offers both ongoing portfolio services and stand‑alone planning engagements. The firm tailors advice through conversations rather than using a written risk‑tolerance questionnaire, basing asset allocation decisions on client goals, time horizon and expressed risk appetite; its investment approach emphasizes minimal trading and low‑cost securities. It recommends custodians (including Charles Schwab) for convenience of review but does not receive compensation for those recommendations. Operating as a single‑advisor practice with a small client base and no account minimums, the firm bills planning time in quarter‑hour increments and provides modest referral credits when referrals become clients. Clients may grant the firm limited custody access or discretionary trading authority if they choose, the firm does not vote client proxies, and routine account reporting is limited to summary emails after meetings and periodic reviews.
To learn more about the advisors currently working at Kipling & Co., 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 |
|---|---|---|
Sandia Park, NM
| 20
|
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.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")