K
Kinder Financial Services
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$561,237
Total clients
8
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$70,155
About
Kinder Financial Services is a small, state-registered independent investment adviser that provides financial planning and discretionary portfolio management primarily for individual clients and also works with businesses, charities and small pension plans. Services described in the brochure include written financial plans covering tax, insurance, retirement and estate planning, ongoing portfolio management in general securities (stocks and bonds), mutual funds/ETFs, government securities and options, and referrals to other money managers for alternative investments.
The firm emphasizes technical security analysis and trend management, focusing largely on ETFs and large-cap dividend (“Blue Chip”) stocks and using daily and weekly charts, pivots and moving averages to guide decisions. Accounts are tailored to client objectives and risk tolerance; some allocations are managed conservatively while portions allocated to technical-trend strategies can result in more frequent trading.
The brochure explicitly states the firm performs technical analysis with the goal of making financial forecasts — including “projection of future performance” and “ETF fund evolution” — a practice that is relatively uncommon among solo independent advisers and may imply use of modeled or hypothetical performance. The adviser also operates a separate real‑estate business, may recommend other managers for alternative investments on a fee‑split basis, and discloses that personal trading in the same ETFs and blue‑chip stocks occurs and can be shared with clients upon request.
Client services
Financial planning
Portfolio management
Expertise
Concentrated stock management
Passive / index investing
General retirement planning
General tax planning
Fee options
$200 to $2,000 for written financial plans depending on complexity
$0 - $100,000: 1.5% $100,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.0% $1,000,000+: Negotiable
Up to $150/hour, negotiable
Main office location
Kinder Financial Services
2508 Country Club Road
Nashville IN 47448, United States
Number of offices
1
Most active in
Kinder Financial Services has reported serving >5 clients in these states in the last 12 months.
Indiana
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
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