Kinson Wealth Group LLC

Overview

Kinson Wealth Group LLC is a small, owner-operated advisory firm structured as a limited liability company. The firm offers financial planning and portfolio management services across individuals, small businesses and institutional clients, and also provides pension consulting and educational workshops. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements, giving flexibility for different client needs. Investment activity centers on publicly offered pooled vehicles, with a clear preference for mutual funds and other public funds as the primary building blocks for client portfolios. The firm reports it is an active ESG investor, indicating environmental, social and governance considerations are incorporated into manager or product selection. Kinson Wealth Group also allocates to third‑party real estate managers when pursuing alternatives, suggesting a willingness to supplement mutual fund exposure with private real estate strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices