Kickpoint Financial, LLC

Overview

Kickpoint Financial, LLC is an independent, individually owned registered investment adviser that focuses on wealth-management relationships with individuals and families. The firm offers financial planning and portfolio management services geared toward individuals and small businesses. Its fees combine a percentage-of-assets model with the ability to charge performance-based fees, and it does not identify as an active ESG investor. Kickpoint is not positioned as a multi-state or pension consultant adviser, nor is it organized as a capital allocator or related-adviser network. Its public filing flags the firm’s primary advisory activities as financial planning and portfolio management rather than institutional consulting or large-scale advisory operations.

Assets & Accounts

Public Holdings

Investments & Alternatives