K
Kinetic Pathways Company
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,275,000
Clients
41
0% 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
41
HighAverage account size
$79,878
About
Kinetic Pathways provides fee-based investment advisory services and financial planning to individuals, trusts, estates, and charitable organizations. The firm also may assist with employer retirement plan start-ups and may charge account set‑up fees for SIMPLE IRA, 401(k), and 403(b) plans when engaged to do so.
The advisor custom-manages client portfolios on a discretionary basis and primarily constructs income‑oriented portfolios using structured notes and market‑linked certificates of deposit. To evaluate and manage these instruments the firm uses credit analysis, scenario and stress testing, valuation models, liquidity and tax analysis, and other quantitative techniques described in its brochure.
The firm is notable for its affiliation with an insurance agency: its investment advisor representatives are licensed insurance agents, the brochure discloses commissions from insurance sales are expected to represent more than half of IAR revenues, and the principal spends a substantial portion of time on insurance-related activities. That combination of significant insurance activities, a focus on structured-product income strategies, and explicit work for charitable organizations and retirement plan start‑ups differentiates it from many small independent advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Income planning
Tax-loss harvesting
Fee options
Fixed fees up to $2,500 per plan; Account set up fees up to $1,000 + $50 per employee per month (PEPM) for SIMPLE IRA, 401k, 403b plans
up to 2.25% per annum (negotiable depending on account size and complexity)
Commissions from insurance product sales (no advisory fee on insurance products)
Fee-only: Fixed fees up to $2,500 per financial plan (negotiable)
Main office location
Kinetic Pathways Company
Dunwoody GA, United States
Number of offices
1
Most active in
Kinetic Pathways Company has reported serving >5 clients in these states in the last 12 months.
Georgia · Idaho · North Carolina
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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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