Kiplinger Wealth Advisors

Kiplinger Wealth Advisors, established in September 1998 and registered with the U.S. Securities and Exchange Commission in January 2024, offers comprehensive financial planning and asset management services. The firm's Managing Member and Chief Compliance Officer is Brad Kiplinger. Financial planning services cover various topics such as tax analysis, retirement planning, and investment analysis. Asset management services are provided on a discretionary basis, with a minimum account size of $25,000. The firm uses Schwab and Altruist as custodians and brokers, with Schwab providing institutional brokerage services and Altruist offering digital account opening and investment solutions. Kiplinger Wealth Advisors charges financial planning consultation fees ranging from $300 to $10,000 and asset management fees ranging from 0.70% to 2.00%, with fees billed monthly in advance. The firm does not charge performance-based fees or engage in side-by-side management. Clients have the option of discretionary or non-discretionary investment management. The firm's investment strategies include strategic and tactical asset allocation portfolios, with a focus on long-term investment objectives. Kiplinger Wealth Advisors does not vote proxy votes for clients and does not have any disciplinary information or financial commitments that impair its ability to serve clients.