Why Kinetic

We have extensive experience and financial planning competency, highly responsive access, and unmatched client service experience offered at a competitive fee-only price with no-pressure processes.

We have

10+ Years of Experience

Our seasoned team has guided individuals, families, and businesses through all stages of wealth, from foundational planning to complex legacy strategies.

We Use a

Fee-Only Pricing Structure

This ensures our advice is always in your best interest with no commissions, hidden fees, or sales agendas.

We Are

Education-Centered

We believe confident decisions come from clarity, so we take time to explain every option, strategy, and outcome, empowering you along the way.

Frequently Asked Questions

How can I schedule a meeting?

Please submit a request on our website here or simply call us at 865.288.8904 or email us at skee@kineticwealthplanning.com to get started.

What do I need to provide for our first meeting?

Our team will send you a list of items commonly reviewed and discussed in our introductory meetings.

Do you consider taxes in your financial advice?

Kinetic Wealth proactively addresses taxes with our clients each year. We also provide tax return preparation for our clients within our defined scope. Please ask about this service and if we can help if you are interested.

How much does financial advice cost?

Please see our transparent and easy-to-understand fee schedule on the How We Help page. We welcome all questions regarding fees and the value we provide for our clients.

How are your advisors compensated?

Kinetic Wealth is a fee-only fiduciary financial planning firm which reduces many conflicts of interest commonly occurring in our industry.

How do your costs and expenses compare to the industry?

Kinetic Wealth proactively reviews the expenses associated with our advice and investment selection to ensure we remain competitive and reduce any unnecessary expenses for our clients.

How often do you meet with your clients?

We meet with our clients as often as necessary to implement and monitor a plan together. Generally speaking, we meet with our clients twice each year – once around tax time and again closer to the end of the year. Life happens and financial planning circumstances come up all the time, and we are always happy to accommodate additional meetings with our clients when needed.

Shape Your Tomorrow, Today!

From life transitions to long-term vision, we’re here to turn your next step into lasting progress.

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Advisory services offered through Affect Financial Partners, LLC DBA Kinetic Wealth, a Registered Investment Advisor registered with the state of Tennessee. Advisory services are only offered to clients or prospective clients where Affect Financial Partners, LLC DBA Kinetic Wealth and its representatives are properly registered or exempt from registration.

The information on this site is not intended as tax, accounting or legal advice, nor is it an offer or solicitation to buy or sell, or as an endorsement of any company, security, fund, or other offering. Information provided should not be solely relied upon for decision making. Please consult your legal, tax, or accounting professional regarding your specific situation. Investments involve risk and have the potential for complete loss. It should not be assumed that any recommendations made will necessarily be profitable. The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation.

The information on this site is provided “AS IS” and without warranties either express or implied and the information may not be free from error. Your use of the information provided is at your sole risk.

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