Overview
Assets Under Management: $262 million
Headquarters: SPRINGBORO, OH
High-Net-Worth Clients: 61
Average Client Assets: $2.2 million
Frequently Asked Questions
KIPLINGER WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116726), KIPLINGER WEALTH ADVISORS is subject to fiduciary duty under federal law.
KIPLINGER WEALTH ADVISORS is headquartered in SPRINGBORO, OH.
KIPLINGER WEALTH ADVISORS serves 61 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, KIPLINGER WEALTH ADVISORS offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
KIPLINGER WEALTH ADVISORS manages $262 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, KIPLINGER WEALTH ADVISORS serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.34%
Average Client Assets: $2.2 million
Total Client Accounts: 1,103
Discretionary Accounts: 1,103
Regulatory Filings
CRD Number: 116726
Filing ID: 2082821
Last Filing Date: 2026-03-27 11:41:24