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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

FORM ADV

Form ADV

PART 2 BROCHURES

Brochure

Note: These documents were automatically retrieved from the SEC website for transparency and verification purposes.

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