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- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- BeaconCatalyst +more
- 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.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
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Platform
Services
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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
Unlock allContacts
Douglas J Koogler
Private Wealth Advisor
- CRD
- #1860457
THOMAS MICHAEL PHILLIPS
--
- CRD
- #2650010
Eagle crest
Beacon optima
- CRD
- #43835
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
Total SMA Asset: $261,664,703
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $425,074,701 | 18.3% |
| Public Funds | $383,264,075 | 16.5% |
| Cash | $376,295,637 | 16.2% |
| Corporate - Investment Grade | $455,271,265 | 19.6% |
| Municipal Bonds | $439,011,577 | 18.9% |
| U.S. Government/Agency | $243,895,320 | 10.5% |
| Total | $2,322,812,575 | 100.0% |