Kiker Wealth Management, LLC logo

Kiker Wealth Management, LLC

Updated today

Client assets under management

$379,342,494

Clients

894

9% high-net worth

Advisors

4

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

224

Very High

Average account size

$424,320

About

Kiker Wealth Management provides financial planning, retirement-plan consulting, and discretionary portfolio management primarily for individual clients, trusts, estates and charitable organizations. The firm manages client assets on a discretionary basis (approximately $395.1 million as of December 31, 2025) and offers both standalone financial plans and ongoing investment management, with fees charged on a percentage-of-assets basis.

The firm’s investment process begins with a Financial Profile and Investment Plan tailored to each client, and investment choices are implemented across mutual funds, ETFs and selected individual stocks. The brochure describes an approach that combines strategic asset allocation with tactical techniques — including technical analysis for individual stock selection and the use of short-term trades, short sales and options trading/writing when appropriate.

Kiker is notable among peer team firms for its client servicing intensity: it reports a large client base (894 clients served by a four-advisor team), which implies a higher-than-typical client load per advisor. The brochure also discloses arrangements that are less common among peers, including a formal Promoter referral/endorsement relationship with required disclosure to prospective clients and referral arrangements related to precious-metals custodial services, and it documents the use of derivatives strategies in managed accounts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting

Fee options

Fixed

General consulting fees may be negotiated as fixed fees; no specific amounts stated.

Project-based

Financial planning fees up to $500 per hour; general consulting fees range from $150 to $300 per hour.

Other

Minimum fee: We may impose a minimum annual fee, but specific amounts are not stated; minimums are negotiable and may be waived.

Main office location

Kiker Wealth Management, LLC

788 W Church Street

Jasper GA 30143, United States

Number of offices

2

Most active in

Alabama · Arizona · California · Florida · Georgia · Illinois · Louisiana · Maryland · Massachusetts · Michigan · Missouri · Nebraska · New Hampshire · New Mexico · New York · North Carolina · Ohio · Oregon · Pennsylvania · Tennessee · Texas · Virginia · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Paul K

Series 63, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Paul Kiker is a financial advisor with Kiker Wealth Management, LLC in Jasper, GA, holding Series 63 and Series 65 licenses and 21 years of industry experience. He has been with Kiker Wealth Management since 2010. Outside of his advisory role, he is the owner of Kiker Ventures, an S corporation established in 2003, and has involvement in fixed insurance sales. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, primarily investing in mutual funds, ETFs, and individual stocks while utilizing both long- and short-term strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
user avatar

Robert S

Series 65

Jasper, GA

Kiker Wealth Management, LLC

Robert Snelgrove is a financial advisor at Kiker Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to his advisory role, he worked at Northwestern Mutual and held positions in education and management, including at Reinhardt University and several high schools. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
user avatar

Michael S

CFP®, Series 65

Jasper, GA

Kiker Wealth Management, LLC

Michael Smith is a CFP®-certified financial advisor with nine years of industry experience, currently practicing at Kiker Wealth Management, LLC in Jasper, GA. He has been with Kiker Wealth Management since 2016 and previously worked at Bent Tree Community, Inc. Smith also holds a Series 65 license and is involved in fixed insurance sales on a limited basis. Kiker Wealth Management offers financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, employing a range of investment strategies including mutual funds, ETFs, individual stocks, short sales, and options trading.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
user avatar

John A

Series 66

Jasper, GA

Kiker Wealth Management, LLC

John Alexander is a financial advisor at Kiker Wealth Management, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked at Kiker Wealth Management since 2017, following four years at Raymond James & Associates, Inc. He is also president of Alexander Wealth Management, LLC, a pass-through entity for tax purposes. Kiker Wealth Management provides financial planning, discretionary portfolio management, and retirement-plan fiduciary consulting to individuals, trusts, estates, and charitable organizations. The firm manages approximately $268.6 million on a discretionary basis for about 803 clients, utilizing mutual funds, ETFs, individual stocks, and both long- and short-term strategies including options and short sales.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")