K Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$36,298,634
Clients
32
16% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage account size
$1,134,332
About
K Wealth Advisors is an independent, fee-only registered investment adviser that provides comprehensive financial planning and portfolio management to individuals, families, trusts, privately owned businesses, charitable organizations, and employer-sponsored retirement plans. Services described in the brochure include ongoing wealth management (which combines investment management and financial planning), standalone and project-based planning, retirement plan consulting, and educational seminars.
The firm emphasizes an integrated, long-term approach that coordinates financial planning and investment management through written policies and individualized investment plans to limit emotional reactions to short-term market moves. Portfolios may combine passive and active strategies and the adviser also provides ongoing advice and monitoring for held-away accounts and incorporates topics such as real-estate planning and employee benefits optimization into clients’ plans.
Compared with many small independent advisers, K Wealth Advisors highlights a broader institutional tilt: it works with charitable organizations and provides retirement plan consulting to plan sponsors (including participant education and ERISA-related advice), and it offers educational seminars and workshops to groups. The firm manages a relatively limited client base with roughly $37 million in assets under management, reflecting a practice structured around personalized, planner-led engagements.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Real estate investing
Cash flow / budgeting
Business sale tax planning
Occupation focus
Founder/Business Owner
Fee options
$1 - $500,000: 1.00% $500,001 - $1,000,000: 0.80% $1,000,001 - $3,500,000: 0.70% $3,500,001 - $6,000,000: 0.60% $6,000,001+: Negotiable or Fixed Flat Fee $500,000 - $1,000,000: 0.50% $1,000,001 - $3,000,000: 0.45% $3,000,001 - $5,000,000: 0.40% $5,000,001+: 0.35% or Negotiable Fee
Project-Based Financial Planning hourly rate: $500/hour
Ongoing Comprehensive Financial Planning: $500/month
Minimum fee: Retirement Plan Consulting minimum annual fee of $2,500 Fee-only: Ongoing Comprehensive Financial Planning: $500/month, initial fee up to $2,500; Project-Based Financial Planning: $500/hour; Held-away accounts advisory fee: $125-$250/month (negotiable)
Main office location
K Wealth Advisors
Berwyn PA, United States
Number of offices
1
Most active in
K Wealth Advisors has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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