Kinetic Wealth proudly serves our clients as a fee-only fiduciary. This simply means we’ve proactively chosen to eliminate and reduce our conflicts of interest to avoid distractions from providing our clients with sound financial advice based on their interests rather than our own. We have chosen to partner with providers who also take this duty seriously:
Custodian: Altruist
The Modern Custodian Built for Independent Advisors
Altruist was founded in 2018 with the goal of making financial planning more accessible for advisors and their clients by tackling infrastructure problems like account opening and funding, and the cost of clearing and custody. Altruist challenged the status quo by creating an all-in-one platform that included portfolio management and performance reporting software, streamlining operations and reducing costs for advisors. Altruist ranks as the 4th-largest independent RIA custodian by firm count.
Investments: Vanguard
Our core purpose is to take a stand for all investors, to treat them fairly and to give them the best chance for investment success.
Vanguard is an investment company unlike any other. It was founded in the United States in 1975 on a simple but revolutionary idea: that an investment company should manage its funds solely in the interests of its clients. We have stood for low-cost, uncomplicated investing ever since. In 1976, Vanguard pioneered the concept of index investing, introducing the first index fund for individual investors in the United States. Since then, we’ve been helping people reach their goals with low-cost, uncomplicated investments. This approach has earned us the trust of millions of investors and allowed us to become one of the world’s largest investment management companies, with a presence in Europe, Australia and the Americas.
We also partner with Dimensional Fund Advisors, iShares, and other low-cost investment providers on a limited basis.
Technology & Compliance: XY Planning Network
A platform designed to support independent, fee-for-service financial planners in launching, managing, and growing their firms.
Founded by Alan Moore and Michael Kitces, XYPN provides advisors with tools, resources, and a community to help them succeed in the independent financial planning space. XYPN was founded in 2014 by Alan Moore and Michael Kitces, who wanted to share their industry-disrupting success with others.
External Advisors: We also leverage our network of trusted attorneys, CPAs, insurance agents, and other professionals to provide an exceptional advisory experience for our clients.
