K&S WEALTH ADVISORS, LLC

Overview

K&S Wealth Advisors, LLC is a small, owner-operated advisory firm that focuses on financial planning and portfolio management for individual and family clients, including small business owners. The firm manages client relationships primarily on a discretionary basis, favoring equity-oriented allocations and using a mix of fee structures—percentage of assets under management and hourly charges—depending on client needs. K&S is affiliated with a broker-dealer, which suggests it maintains access to brokerage services and execution platforms while delivering advisory solutions. Investment activity centers on exchange-traded equities and separately managed account strategies, with a clear preference for equities as the principal risk/return engine. The firm is not positioned as an ESG investor and does not act as a pension consultant or multi-state adviser. Given its client base and service set, K&S appears to emphasize personalized planning and portfolio construction for high-net-worth individuals and families rather than institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices