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Kronos Wealth Management

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

Clients per advisor

60

High

Average 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

Fixed

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

Percentage

$0 - $2,000,000: 1.00% $2,000,001+: Negotiable

Project-based

Financial Planning hourly rate $250.00 per hour, negotiable

Subscriptions

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

Other

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

Maine · New York · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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