Kickstand Wealth Advisors

Kickstand Wealth Advisors, established in June 2021 and registered with the SEC since June 2023, offers personalized financial planning and investment advisory services to individuals and entities, including high net worth individuals, trusts, and retirement plans. The firm provides discretionary and non-discretionary investment management services, utilizing various securities such as mutual funds, ETFs, equity securities, and corporate bonds. Clients may also have their portfolios managed by unaffiliated money managers. The firm charges an annual advisory fee ranging from 0.25% to 1.50% based on assets under management. Kickstand Wealth Advisors acts as a fiduciary for retirement plan accounts, ensuring clients' best interests are prioritized. Clients have the option to grant investment discretion to the firm, allowing Kickstand Wealth Advisors to direct securities transactions on their behalf. The firm does not vote proxies for client securities and does not receive compensation for securities transactions beyond the disclosed advisory fees. Clients are encouraged to review custodial account statements and reports provided by the firm, which may vary based on accounting procedures. Kickstand Wealth Advisors does not receive benefits from third parties for providing investment advice and does not enter into agreements for client referrals. The firm does not vote proxies for client securities and does not receive compensation for securities transactions beyond the disclosed advisory fees.