Kinetix Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$13,166,774
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
44
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
44
Average account size
$299,245
About
Kinetix Financial Planning is a state-registered independent advisory firm that serves individual clients and employer plan sponsors, offering discretionary portfolio management, financial planning (fixed-fee, hourly, and ongoing subscription options), and integrated tax preparation and tax-planning services as part of certain planning tiers. The firm reports approximately $13.17 million in discretionary assets under management across about 44 client relationships.
The firm primarily practices passive investment management, building asset-class-weighted portfolios using index mutual funds and ETFs, while also employing fundamental, technical, cyclical, and charting analysis as part of its research process. Ongoing financial planning is provided at no additional cost to investment management clients who meet a $1,000,000 assets-under-management threshold, and comprehensive planning engagements include monitoring and monthly-fee options.
Compared with many solo independent advisers, Kinetix’s provision of employee benefit plan services — assisting plan sponsors with plan structure, investment option review, monitoring, and participant education — is a relatively uncommon pension-consulting capability; in that work the firm excludes advice on employer securities, non-public or illiquid assets, participant loans, and brokerage-window programs. The firm does not participate in wrap-fee programs, does not vote client proxies, and offers tax preparation only as part of enhanced planning tiers rather than as a standalone service.
Client services
Financial planning
Portfolio management
Pension consulting
Tax preparation services
Expertise
General retirement planning
Income planning
College savings (529s, UTMA, etc.)
Tax strategies for small businesses
Fee options
Financial Planning fixed fee ranges from $1,000 to $10,000 depending on complexity, negotiable; upfront Comprehensive Financial Planning fee $800 to $3,500; ongoing monthly Comprehensive Financial Planning fee $250 to $2,000, both based on complexity and negotiable
$0 - $1,000,000: 0.80% annually $1,000,001 - $5,000,000: 0.70% annually $5,000,001 - $10,000,000: 0.60% annually $10,000,001+: 0.50% annually
$200.00 per hour, negotiable
Comprehensive Financial Planning ongoing fee $250 to $2,000 per month, negotiable; Tax preparation and planning included in upgraded planning tier at $500 to $2,000 per month, negotiable
Main office location
Kinetix Financial Planning
Granbury TX, United States
Number of offices
1
Most active in
Kinetix Financial Planning has reported serving >5 clients in these states in the last 12 months.
Texas
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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