
Kinetic Wealth is a people-first, forward-thinking Registered Investment Advisory firm rooted in East Tennessee. We exist for one reason: to help individuals and organizations understand their finances, feel confident in their decisions, and move toward the life they actually want. As fee-only fiduciaries, our loyalty is always to you - full stop. We believe great financial guidance starts with a real relationship. When we understand what matters most to you, we can help you make decisions that reflect your values, protect what you've built, and create a meaningful legacy. Our approach is comprehensive and proactive covering life planning, resource optimization, protection, and legacy so that when life's biggest moments arrive, you're ready for them. We call these Momentum Moments: the decisions and transitions that shape your outcome. Our job is to make sure you're never facing them alone or unprepared. Here, savers become stewards. And that journey starts with a conversation.
1.00% on first $1M, 0.60% on next $4M, $5M+ is negotiable
$300/hr