Kinson Wealth Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$776,883
Total clients
4
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$194,221
About
Kinson Wealth Group LLC provides investment management and financial planning services to a mix of clients that includes employer retirement plans, pooled or institutional assets, and individual clients and charitable organizations. The firm’s services include discretionary portfolio management, retirement plan advisory and administration support, ongoing and project-based financial planning, and group educational seminars.
The adviser operates as a fee-only firm and implements portfolios using asset-allocation principles with a blend of passive and active investments, monitoring accounts on a regular basis and allowing client-imposed restrictions. It also acts in a fiduciary capacity for employer-sponsored retirement plans (including serving in an ERISA investment-manager role), provides plan design and vendor analysis, and offers financial planning engagements that can be billed on an hourly or fixed basis.
Founded in 2024 and reporting no assets under management as of January 16, 2024, the firm is small in scale compared with many peers in the investment-manager category. What is uncommon about the firm for its category is the explicit combination of pension/retirement-plan consulting, public educational seminars, and the availability of hourly planning arrangements alongside traditional percentage-of-AUM investment management.
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Business sale tax planning
Debt management
College savings (529s, UTMA, etc.)
Fee options
Initial financial plan fee up to $2,500; Project-Based Financial Planning fixed fees range from $2,400 to $30,000; Educational Seminars fees from $250 to $1,000 per seminar; Ongoing Financial Planning fixed fees range from $200 to $2,500 per month or $600 to $7,500 per quarter
$0 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $4,000,000: 1.00% $4,000,001+: 0.75%
Financial Planning services hourly fees range from $300 to $700 per hour
Fee-only: Fee-only firm, compensation only from clients for services
Main office location
Kinson Wealth Group LLC
Louisville KY, United States
Number of offices
1
Most active in
Kinson Wealth Group LLC has reported serving >5 clients in these states in the last 12 months.
Kentucky
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.
-
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.
-
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
LinkedIn
Facebook
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Instagram
YouTube
Website
(502) 612-0052
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