A complete list of active advisors currently associated with Kronos Wealth Management

Warmer can help you find a great advisor at Kronos Wealth Management or one who fits your needs even better.

The firm advises individuals, high‑net‑worth clients, charitable organizations, corporations and retirement plans, offering discretionary portfolio management alongside comprehensive, project‑based and hourly financial planning. Brochure disclosures also describe estate‑document preparation via a third‑party scrivener service and ongoing retainer arrangements for continuous planning support. Its investment process pairs technical and charting analysis with a largely passive implementation using low‑cost index funds and ETFs, frequently combining multiple rules‑based tactical strategies (for example relative‑strength and supply‑and‑demand trend following). Portfolios are generally diversified across strategies, with attention to tax efficiency in taxable accounts and the option to use fixed‑income, income‑oriented, or inverse holdings when client objectives or market conditions warrant. Notably, although the firm is a solo SEC‑registered adviser managing roughly $27 million for about 60 clients, it provides pension consulting and ERISA‑regulated services to small‑ and medium‑sized employer plans, including participant education and coordination with third‑party administrators (and potential fee‑sharing arrangements). The brochure also states the firm does not take custody of client assets, provides client access to a portal for account information, and does not vote client proxies.

To learn more about the advisors currently working at Kronos Wealth Management, 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
Joel Sproul profile photo Joel Sproul
Delmar, NY
26
Warmer team member

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