A complete list of active advisors currently associated with Kuhn Wealth Management Inc.

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

Kuhn Wealth Management provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, delivering services through interviews, written investment policy statements, and ongoing monitoring. Portfolio management is offered only on a wrap-fee basis through the firm’s KWM Wrap Program, and the firm may also utilize third‑party managers or platforms to implement client strategies. The firm’s investment approach combines fundamental, technical, and quantitative analysis with modern portfolio theory and uses both long‑ and short‑term trading. Model offerings emphasize ETF-based strategies — including managed multi‑ETF models guided by third‑party commentary (notably BlackRock’s strategic allocations) and single‑ETF strategies used to efficiently manage smaller accounts — with custody and trade execution typically recommended through Charles Schwab and access to the AssetMark platform for certain third‑party manager relationships. What distinguishes Kuhn relative to many peers is its wrap‑only implementation and role in directing clients to third‑party managers and platform providers, a structure described in its Wrap Fee Brochure and related disclosures. The brochure also discloses that certain firm representatives hold broker‑dealer registrations and insurance licenses and that the firm has policies to address allocation fairness (including IPOs) and to manage the conflicts those dual roles can create; the firm recently submitted an application to register with the SEC, which it notes as a material change.

To learn more about the advisors currently working at Kuhn Wealth Management Inc., 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.