K&S Wealth Advisors, LLC

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Client assets under management

$76,585,446

Clients

56% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$1,078,668

About

K&S Wealth Advisors provides discretionary portfolio management and standalone financial planning for individuals and high‑net‑worth clients, and also lists pension and profit‑sharing plans and charitable organizations among its client types. The firm documents each client’s goals and risk tolerance in an Investment Policy Statement and limits its recommended investments primarily to mutual funds, ETFs, equities, fixed‑income, real estate funds, TIPS and non‑U.S. securities.

K&S tailors portfolios to each client, seeks fair allocation of limited investment opportunities, and documents risk tolerances and investment guidelines; it typically manages accounts on a discretionary basis and may use select third‑party managers for separately managed accounts. Its stated methods of analysis include charting, fundamental and quantitative analysis, technical analysis and modern portfolio theory, and it generally pursues a long‑term investment approach while remaining attentive to market conditions.

The firm’s ADV disclosures identify an affiliation with a broker‑dealer (registered representatives associated with Kuykendall & Schneider, Inc.) and describe policies intended to avoid commission conflicts, while also requiring clients to use specific custodians (Charles Schwab, American Funds/Capital Group, and Capital Bank & Trust). In addition to the more typical individual and HNW client base, the firm’s filings indicate relationships or services involving a broader set of institutional and government‑related entities, a client mix that is less common among peer team firms.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Real estate investing General tax planning

Fee options

Percentage

$100,000 - $500,000: 1.25% $500,001 - $3,000,000: 1.00% $3,000,001 - $6,000,000: 0.85% $6,000,001 - $10,000,000: 0.75% $10,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.25% $25,000,001+: Negotiable

Project-based

$250.00 per hour for Financial Planning services

Other

Account minimum: $100,000 Fee-only: Portfolio Management fees as per tiered schedule; Financial Planning hourly fee $250/hour

Main office location

K&S Wealth Advisors, LLC

8009 Genoa Avenue

Lubbock TX 79424, United States

Number of offices

Most active in

New Mexico · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

806-793-2527

Advisors at this firm

Miles H

Series 63, Series 66

Lubbock, TX

K&S Wealth Advisors, LLC

Miles Hornak is President of K&S Wealth Advisors, LLC and Kuykendall & Schneider, Inc. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. He has been with Kuykendall & Schneider since 1987 and founded K&S Wealth Advisors in 2018, where he supervises all firm activities and makes investment recommendations. K&S Wealth Advisors provides discretionary portfolio management and fee-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses multiple analysis techniques and generally pursues long-term investment strategies while adjusting for market conditions.

Wealth management Passive / index investing Real estate investing General tax planning

Barbara B

Series 63, Series 66

Lubbock, TX

K&S Wealth Advisors, LLC

Barbara Baie is a financial advisor at K&S Wealth Advisors, LLC in Lubbock, TX, with 26 years of industry experience. She holds Series 63 and Series 66 designations and has been with Kuykendall & Schneider, Inc. since 2011. K&S Wealth Advisors provides discretionary portfolio management and fee-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses multiple analysis techniques and generally pursues long-term investment strategies while adjusting for market conditions.

Wealth management Passive / index investing Real estate investing General tax planning

Brendan K

Series 63, Series 66

Lubbock, TX

K&S Wealth Advisors, LLC

Brendan King is a financial advisor at K&S Wealth Advisors, LLC in Lubbock, TX, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Kuykendall & Schneider, Inc. since 2013, following three years at Legacy Reserves, LP. K&S Wealth Advisors provides discretionary portfolio management and fee-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses multiple analysis techniques and generally pursues long-term investment strategies while adjusting for market conditions.

Wealth management Passive / index investing Real estate investing General tax planning

Jamie W

Series 66

Lubbock, TX

K&S Wealth Advisors, LLC

Jamie White is a financial advisor at K&S Wealth Advisors, LLC with five years of industry experience. He holds the Series 66 designation and has worked previously at the Texas Department of Banking and Peoples Bank. White has been with Kuykendall & Schneider, Inc. since 2020. K&S Wealth Advisors provides discretionary portfolio management and fee-based financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm employs multiple analysis techniques and generally pursues long-term investment strategies while adjusting for market conditions.

Wealth management Passive / index investing Real estate investing General tax planning

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