Kickstand Wealth Advisors

RIASEC RegisteredEst. 2023

Total AUM

$633M

Discretionary

$595M

94% of AUM

Avg account

$321K

Accounts

1,976

Employees

Advisory reps

Firm details

Headquarters: Pittsford, New York
CRD number: 327022
Registered since: June 16, 2023
Website: kickstandwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI85.75%
Individuals12.56%
Pension & Profit Sharing Plans1.41%
Charitable Organizations0.29%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kickstand Wealth Advisors is an independent registered investment adviser organized as an LLC that provides fee-based wealth management to individual and family clients. The firm operates as a capital allocator and emphasizes portfolio management and financial planning across individual, small-business and institutional client segments. Services disclosed include financial planning, discretionary portfolio management for individuals and businesses, pension consulting work and the selection of other advisers. The firm reports a percentage-of-AUM fee model and does not identify itself as an active ESG investor. Custody and trading appear concentrated through a single custodian relationship (Charles Schwab), which aligns with the firm’s independent-RIA operating model and its stated preference for publicly traded funds and mutual funds as primary investment vehicles.