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- Custodian
- Altruist · Apex · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 01-01-2000
- Office Locations
- 2
Office Locations
About Kiplinger Wealth Advisors
Kiplinger Wealth Advisors is an Ohio-based RIA focused on near-retirees, retirees, and 401(k) plan participants, providing integrated financial planning, retirement income planning, investment management, tax strategy coordination with partner CPAs, and estate planning. Its signature “Bucket Method” guides retirement income, and portfolios skew ETF-based; custody includes Schwab and Altruist.
Reported data analysis
What the numbers show
Between April 30, 2025 and March 27, 2026, reported AUM increased 22.9%, from $212.8M to $261.7M.
Across 4 reported observations, AUM increased 61.4% between November 29, 2023 and March 27, 2026, from $162.1M to $261.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 434 clients, or 86.8 clients per representative. That equates to $602.9K in reported AUM per client.
The profile lists 2 reported office locations and 26 years in operation. The source data was last updated on October 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
BRAD ELLIOT KIPLINGER
Chief Compliance Officer, Managing Member, President
- CRD
- #2348381
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Douglas J Koogler
Private Wealth Advisor
- CRD
- #1860457
THOMAS MICHAEL PHILLIPS
--
- CRD
- #2650010
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $261,664,703 | $237,230 |
| Non-Discretionary | $0 | -- |
| Total | $261,664,703 | $237,230 |
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Separately Managed Accounts
SMA allocation detail is available
Kiplinger Wealth Advisors has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.