KUHN ADVISORS, INC.
SEC RegisteredA Multi-Generational Team Advising Multi-Generational Families
About the firm
Kuhn Advisors is a comprehensive wealth management firm and independent investment advisory firm regulated by the SEC. Founded in 1993 by Mark Kuhn, CPA, the firm applies principles of endowment management to help families achieve their financial dreams. The firm provides guidance across all aspects of clients' financial lives, from retirement and education savings to charitable gifting and inter-generational wealth transfers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth management including financial planning, retirement and education savings portfolios, charitable gifting strategies, inter-generational wealth transfer planning, and portfolio management using diversified actively managed mutual funds. Compensation is fee-only, consisting of a financial planning fee and a portfolio management fee.
Who they serve
Multi-generational families, including those ready to retire, values-driven investors, mid-career professionals, and university faculty and staff.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 56 | $23M |
| High Net Worth Individuals | 200 | $772M |
79 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Greater than $2,000,000 up to $5,000,000 | 0.75% |
| Over $5,000,000 | 0.50% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KUHN ADVISORS, INC. 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.
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