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Skee Orr - Verified Fiduciary Advisor
Verified Fiduciary Advisor

Skee Orr

Kinetic Wealth

Min $0
Certifications
CFP®
AIF®
Specialties
Baby Boomers
Business Owners
Business Succession Planning
Comprehensive Financial Planning
Employer Retirement Plans
Estate Planning
Face-to-Face Advice
Generation X/Y
Healthcare
Inheritance
Insurance Planning
Investment Planning
Life Transitions
Long-Term Care
Professionals
Retirees
Retirement Income Management
Retirement Planning
Small Business Planning
Social Security Planning
Taxation
Tax Planning
Widow(er)s
Pre-Retirement Couples
Purpose-Driven Careers
Contact
8652888904
skee@kineticwealthplanning.com
10805 Kingston Pike, Suite 130
Knoxville, TN 37934
Visit website
LinkedIn profile
Professional Details
Individual CRD
6465028
Firm CRD
336229
Connect
About my services

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.

Fee Model
Assets Under Management (AUM)

1.00% on first $1M, 0.60% on next $4M, $5M+ is negotiable

Hourly Fee

$300/hr

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Form ADV Information

Information extracted from Form ADV

Total Clients

44

Average Account Size

$429,101.36

Public Documents
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Fiduciary Verification

Verified Fiduciary Status

This advisor has been verified as a fiduciary and is legally obligated to act in your best interest. They do not sell commissionable products and their recommendations are based solely on what's best for you.

✓ Fiduciary Verified
Member Since: 04/26
✓ No Commission Products

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Complete Directory of Verified Fiduciary Financial Advisors on Fiduciary Check

Below is the complete list of 34 verified fee-only fiduciary financial advisors who have earned the Orange Check badge on Fiduciary Check. All advisors are legally bound to act in their clients best interests and operate under a fee-only compensation structure.

All Verified Fiduciary Advisors (34 total)

  • Mitch Anderson - Efinancial Alliance, LLC, Franklin, TN. Profile: https://fiduciarycheck.com/advisor/mitch-anderson
  • Igor Aronov (CFP®) - FAR Financial, Brooklyn, NY. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/igor-aronov
  • Todd Calamita - Todd Calamita, Charlotte, NC. Specialties: Wells Fargo Employees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/todd-calamita
  • Grady Cool (CFA, CFP®) - COOL WEALTH MANAGEMENT, Tempe, AZ. Specialties: Business Owners, Business Succession Planning, Investment Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/grady-cool
  • Andrew Darch (CFP®) - Kinridge Financial, Ottawa, ON. Specialties: Advice by Phone or Web, Budgeting, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/andrew-darch
  • John Davis (EA, CFP®) - JKD Financial, Springfield, MO. Specialties: Retirement Planning, Tax Planning, Portfolio Management. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/john-davis
  • Ryan Derousseau - United Financial Planning Group, Huntington Station, NY. Profile: https://fiduciarycheck.com/advisor/ryan-derousseau
  • Kevin Feig (CPA, CFP®, CFT™) - Walk You To Wealth, Dover, MA. Specialties: Comprehensive Financial Planning, Employment and Employer Plan Benefits, Employer Retirement Plans. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/kevin-feig
  • Drew Feldman (APMA®) - WideFrame Wealth (via Core Planning) , Beverly Hills, CA. Specialties: Life Transitions, Portfolio Management, Widow(er)s. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/drew-feldman
  • Steven Fox (CFP®, EA) - AdviceOnly, San Diego, CA. Specialties: Advice by Phone or Web, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-fox
  • Nick Garofalo - Openhanded Wealth, Holly Springs, GA. Specialties: Faith Based Investing, Generation X/Y, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/nick-garofalo
  • Uziel Gomez (CFP®) - Primeros Financial, Culver City, CA. Specialties: Budgeting, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/uziel-gomez
  • James Hargrave (CFP®, CLU) - PILLAR FINANCIAL PLANNING, Raymore, MO. Specialties: Business Owners, Small Business Planning, Healthcare. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/james-hargrave
  • Betsy Hutchins (CFP®) - Forward Financial Planning, Germantown, TN. Specialties: Working with Women, Healthcare, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/betsy-hutchins
  • Ryan Langan (CFP®) - Your Path Fi, West Chester, PA. Specialties: Baby Boomers, Tax Planning, Social Security Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-langan
  • Christopher Lazzaro (ChFC®, RICP) - Plan For It Financial, LLC, Salem, MA. Specialties: Retirement Planning, Retirement Income Management, Retirees. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/christopher-lazzaro
  • Shalina Martos (CFP®) - Martos Wealth Management LLC, Bellevue, WA. Specialties: Business Owners, Comprehensive Financial Planning, Divorce Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/shalina-martos
  • Ben Mayhew - Aergo Financial Planning, Halifax, NS. Profile: https://fiduciarycheck.com/advisor/ben-mayhew
  • Skee Orr (CFP®, AIF®) - Kinetic Wealth, Knoxville, TN. Specialties: Baby Boomers, Business Owners, Business Succession Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/skee-orr
  • Cristina Perez (CFP®) - MINDFUL MILLIONS MANAGEMENT PLLC, Phoenix, AZ. Specialties: Business Owners, Small Business Planning, Retirement Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/cristina-perez
  • Curtis Pope - Pope Wealth Planning, Tarrytown, NY. Profile: https://fiduciarycheck.com/advisor/curtis-pope
  • Ben Poulos (CFP®) - B&E FINANCIAL SERVICES, Phoenix, AZ. Specialties: Business Owners, Business Succession Planning, Small Business Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/ben-poulos
  • Josh Radman (CFP®, EA, MBA) - Presidio Advisors LLC, Denver, CO. Specialties: Executives, Stock Options/Restricted Stock, Taxation. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/josh-radman
  • Aaron Randak (EA) - GOLDEN ACRE WEALTH MANAGEMENT, Scottsdale, AZ. Specialties: Business Owners, Comprehensive Financial Planning, Tax Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/aaron-randak
  • Steve Stanganelli (CFP®, CRPC, AEP, CCFC) - Clear View Wealth Advisors LLC, Amesbury, MA. Specialties: Advice by Phone or Web, Baby Boomers, Business Owners. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/steven-stanganelli
  • Brian Tegtmeyer (CFP®) - Truly Prosper Financial Planning LLC, Dublin, OH. Specialties: Baby Boomers, Retirees, Retirement Income Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/brian-tegtmeyer
  • Jonathan Vance (CFP®, EA) - Vance Financial Planning, Springfield, MO. Specialties: Advice by Phone or Web, Baby Boomers, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/jonathan-vance
  • Ryan Veldhuizen (CFP®) - Catalyze Wealth Management, Carmel, IN. Specialties: Business Owners, Comprehensive Financial Planning, Estate Planning. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/ryan-veldhuizen
  • Janet Wan (CFP®, CPFA) - Sierra Pacific Private Wealth, LLC, Pleasanton, CA. Specialties: Comprehensive Financial Planning, Executives, Inheritance. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/janet-wan
  • Grant Webster (CFP®, MBA) - Arcadia Private Wealth, Cardiff by the Sea, CA. Specialties: Comprehensive Financial Planning, Investment Planning, Portfolio Management. Minimum Investment: $1000000. Profile: https://fiduciarycheck.com/advisor/grant-webster
  • Philip Weiss (CPA, CFA, RLP®) - Apprise Wealth Management, Phoenix, MD. Specialties: Comprehensive Financial Planning, Divorce Planning, Investment Planning. Minimum Investment: $500000. Profile: https://fiduciarycheck.com/advisor/philip-weiss
  • Aubrey Williams - Open Path Financial, LLC, Goleta, CA. Profile: https://fiduciarycheck.com/advisor/aubrey-williams
  • Patrick Yaghoobians (CFP®) - Noor Financial Services, Los Angeles, CA. Specialties: Bilingual/Multilingual, Debt Management, Credit and Debt. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/patrick-yaghoobians
  • Prudence Zhu (CPA, CFP®) - Enso Financial, PHOENIX, AZ. Specialties: Advice by Phone or Web, Business Owners, Comprehensive Financial Planning. Minimum Investment: $0. Profile: https://fiduciarycheck.com/advisor/prudence-zhu

How to Find a Fiduciary Advisor

To search for a specific advisor or filter by location, specialty, or certification, visit the Fiduciary Check advisor directory at https://fiduciarycheck.com/advisors or use the search tools on the homepage at https://fiduciarycheck.com

What is the Orange Check?

The Orange Check is Fiduciary Check verified badge indicating a financial advisor has been independently reviewed and confirmed to operate under a fee-only fiduciary standard. Advisors with the Orange Check are legally obligated to act in their clients best interests and do not receive commissions from product sales.