Kinetic Wealth Investment Advisors, LLC

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Client assets under management

$211,590,579

Clients

173

55% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,223,067

About

Kinetic Wealth Investment Advisors, LLC provides discretionary portfolio management, financial planning, retirement-plan consulting and selection of third-party managers to individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, corporations, and other advisers. The firm reports managing roughly $214.5 million in discretionary assets across three advisors and about 173 client relationships, and offers services such as written investment policy statements, ongoing monitoring, and access to LPL’s Small Market Solutions (SMS) menus for participant‑directed plans.

The firm’s investment process combines methods including modern portfolio theory, fundamental and quantitative analysis, and technical/charting techniques, with a focus on U.S. stocks, ETFs, mutual funds and long‑term trading. KWIA generally manages accounts on a discretionary basis using model allocations tailored to each client’s documented risk tolerance and objectives, provides quarterly custodian reporting, and may direct clients to third‑party managers or LPL Research investment menus for plan menus and asset management.

Noteworthy aspects include an affiliation with an accounting firm that solicits clients for the adviser and receives compensation for that activity, and that a firm principal also operates as a registered representative of a broker‑dealer and as an insurance agent—relationships the brochure discloses as presenting potential conflicts of interest. The firm requires clients to use LPL Financial for custody and brokerage, participates in LPL’s programs that provide certain economic benefits, and also offers consulting services to other investment advisers for hourly or referral compensation.

Client services

Financial planning Portfolio management

Expertise

Active portfolio management Wealth management Annuities

Occupation focus

Executive Founder/Business Owner

Fee options

Fixed

Fixed fee of $1,000 for creating client financial plans (negotiable)

Percentage

Up to 2.00% annually

Commissions

Commission from sale of securities and insurance products by registered representatives and agents

Project-based

$250 per hour for financial planning and consulting services

Main office location

Kinetic Wealth Investment Advisors, LLC

28045 Clemens Rd, Suite D

Westlake OH 44145, United States

Number of offices

Most active in

Florida · Ohio · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Accountant / CPA / tax prep

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

Is not active or affiliated with:

Insurance agent

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

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.

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.

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 Form ADV Part 3: Client Relationship

Quick links

Website 440-250-9500

Advisors at this firm

Brandon R

CFP®, Series 66

Westlake, OH

Kinetic Wealth Investment Advisors, LLC

Brandon Rotsky is a CFP® with eight years of industry experience, currently serving as an advisor at Kinetic Wealth Investment Advisors, LLC. His prior roles include positions at Sage Private Wealth Group, Advice and Planning Services dba TIAA, and Merrill Lynch. He is also registered as a representative with LPL Financial. Kinetic Wealth Investment Advisors serves individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other advisers by providing discretionary portfolio management, financial planning, and consulting services. The firm employs a mix of investment methods and typically manages discretionary portfolios with regular monitoring and quarterly reporting.

Active portfolio management Wealth management Annuities Executive Founder/Business Owner

Richard P

CFP®, ChFC®, Series 63

Westlake, OH

Kinetic Wealth Investment Advisors, LLC

Richard Packer is a CFP® and ChFC® with 29 years of industry experience. He is a principal at Kinetic Wealth Investment Advisors, LLC, where he has worked since 2020, and has been affiliated with LPL Financial since 2004. In addition to his advisory role, he manages a CPA firm, North Valley Financial Services LLC, where he serves as member and manager. Kinetic Wealth Investment Advisors provides discretionary portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, charitable organizations, corporations, and other advisers. The firm employs a tailored, long-term investment approach combining fundamental, quantitative, technical, and modern portfolio theory methods, managing approximately $184.6 million in discretionary assets.

Active portfolio management Wealth management Annuities Executive Founder/Business Owner

Everard C

CFP®, Series 63

Westlake, OH

Kinetic Wealth Investment Advisors, LLC

Everard Corcoran is a CFP® with 18 years of industry experience, currently affiliated with LPL Financial and serving as an investment advisor through Kinetic Wealth Investment Advisors, LLC. His prior experience includes a long tenure at LPL Financial and a brief period at Ameriprise. Outside of his advisory roles, he is a co-owner of Ivyline, LLC, a business unrelated to investment activities. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions. The firm supports its investment advice with an in-house research team that provides model portfolios and flexible implementation options tailored to client needs.

Active portfolio management Wealth management Annuities Executive Founder/Business Owner

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