K
Kronos Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$27,087,812
Clients
60
10% 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
60
HighAverage account size
$451,464
About
The firm advises individuals, high‑net‑worth clients, charitable organizations, corporations and retirement plans, offering discretionary portfolio management alongside comprehensive, project‑based and hourly financial planning. Brochure disclosures also describe estate‑document preparation via a third‑party scrivener service and ongoing retainer arrangements for continuous planning support.
Its investment process pairs technical and charting analysis with a largely passive implementation using low‑cost index funds and ETFs, frequently combining multiple rules‑based tactical strategies (for example relative‑strength and supply‑and‑demand trend following). Portfolios are generally diversified across strategies, with attention to tax efficiency in taxable accounts and the option to use fixed‑income, income‑oriented, or inverse holdings when client objectives or market conditions warrant.
Notably, although the firm is a solo SEC‑registered adviser managing roughly $27 million for about 60 clients, it provides pension consulting and ERISA‑regulated services to small‑ and medium‑sized employer plans, including participant education and coordination with third‑party administrators (and potential fee‑sharing arrangements). The brochure also states the firm does not take custody of client assets, provides client access to a portal for account information, and does not vote client proxies.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fixed fees ranging from $500.00 to $5,000.00, negotiable; Estate Planning fixed fee $200.00 to $1,350.00, not negotiable
$0 - $2,000,000: 1.00% $2,000,001+: Negotiable
Financial Planning hourly rate $250.00 per hour, negotiable
Comprehensive Financial Planning ongoing fee paid monthly or quarterly in advance, $25.00 to $500.00 per month or $100.00 to $1,500.00 per quarter, negotiable
Fee-only: Comprehensive Financial Planning: $25.00 to $500.00 per month or $100.00 to $1,500.00 per quarter, negotiable; Project-Based Financial Planning: fixed fee $500.00 to $5,000.00, negotiable; Financial Planning hourly fee: $250.00 per hour, negotiable
Main office location
Kronos Wealth Management
Delmar NY, United States
Number of offices
1
Most active in
Kronos Wealth Management has reported serving >5 clients in these states in the last 12 months.
Maine · New York · 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.
Advisors at this firm
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