KIPLINGER WEALTH ADVISORS
SEC RegisteredAbout the firm
Kiplinger Wealth Advisors is an independent advisory firm offering an independent, unbiased approach to wealth management. Their wealth management process encompasses investment management, financial goal and tax planning, with customized strategies derived from an experienced team of professionals. The firm's registered investment advisory entity, Kiplinger Investment Advisors, LLC, offers a full range of investment management services for both individuals and businesses.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management (bonds, common stock, IRAs, brokerage accounts, annuities, government securities, and more), financial planning (retirement plans, tax plans, 401k/403b planning, college plans, estate plans), money management (money purchasing plans, profit sharing plans), and insurance (disability income, life, and long-term care insurance).
Who they serve
Individuals and businesses, including business clients seeking fiduciary responsibility fulfillment for corporate retirement planning.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 373 | $130M |
| High Net Worth Individuals | 61 | $132M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KIPLINGER WEALTH ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.