Kiplinger Wealth Advisors

Overview

Kiplinger Wealth Advisors is an independent, individual-owned registered investment adviser that provides wealth management and financial planning primarily to individual and family clients. The firm acts as a capital allocator and offers a mix of portfolio management, financial planning, pension consulting, selection of outside advisers and educational workshops. Its fee arrangements are flexible and include AUM-based fees, fixed fees, commissions and other fee structures. Kiplinger is not positioned as an ESG-focused manager and is not registered as a multi-state adviser. The firm's activity suggests a blended advisory model: direct portfolio management for individuals and small businesses, plus services for businesses or institutions. The stated ability to select other advisers indicates they use third-party managers or subadvisors where appropriate rather than relying solely on in-house strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices