Nashville, TN Office

Kiplinger Wealth Advisors serves individual clients across the wealth spectrum and sponsors advisory services for employer‑sponsored retirement plans, offering financial planning, asset management (discretionary and non‑discretionary), retirement plan consulting, and participant account management. The firm provides written financial plans and one‑topic consulting engagements in addition to ongoing portfolio management for individual and plan clients.

Investment management is implemented through customized portfolios using strategic and tactical asset allocation, with access to model portfolios via Altruist’s Model Marketplace and the use of sub‑advisers when appropriate; portfolios are monitored and rebalanced periodically. For retirement plans the firm provides both fiduciary and non‑fiduciary services—ranging from participant education and QDIA management to discretionary plan‑level investment management—and uses third‑party platforms to manage held‑away participant accounts.

What is distinctive for a team firm is that Kiplinger operates a wrap fee program and discloses that some associates are registered representatives of Private Client Services, LLC and licensed insurance agents who may earn commissions on securities or insurance sales, which creates potential conflicts of interest. The firm is a small team (five advisors) managing approximately $261.7 million in discretionary assets for about 434 client relationships and highlights participant education and retirement plan services as a core, actively delivered offering.