{
  "crd_number": 327022,
  "slug": "kickstand-wealth-advisors-pittsford-ny-327022",
  "primary_business_name": "KICKSTAND WEALTH ADVISORS",
  "legal_name": "KICKSTAND VENTURES, LLC",
  "dbas": [],
  "city": "Pittsford",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "40380",
  "metro": {
    "cbsa_code": "40380",
    "common_name": "Rochester",
    "msa_name": "Rochester, NY",
    "path": "/advisors/ny/rochester"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-06-16",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 633474215.0,
  "raum_discretionary": 595014586.0,
  "raum_non_discretionary": 38459629.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1822066.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 79544777.0,
      "count": 161
    },
    "pension_profit_sharing": {
      "raum": 8905674.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 543201698.0,
      "count": 215
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "MI",
    "NC",
    "NY",
    "PA",
    "SC",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/kickstandwealth",
    "https://kickstandwealth.com",
    "https://linkedin.com/company/kickstandwealth"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327022",
  "city_as_filed": "PITTSFORD",
  "url": "https://advisorcensus.com/firm/kickstand-wealth-advisors-pittsford-ny-327022",
  "display_name": "Kickstand Wealth Advisors",
  "summary": "Kickstand Wealth Advisors is an SEC-registered investment advisory firm in Pittsford, NY, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. Kickstand Wealth Advisors (CRD 327022): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Kickstand Wealth Advisors compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Kickstand Wealth Advisors reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "How much does Kickstand Wealth Advisors charge?",
      "a": "Its Form ADV Part 2A brochure dated June 2, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Kickstand Wealth Advisors located?",
      "a": "Kickstand Wealth Advisors' principal office is in Pittsford, NY, according to its Form ADV."
    },
    {
      "q": "Is Kickstand Wealth Advisors registered with the SEC or a state?",
      "a": "Kickstand Wealth Advisors is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327022."
    },
    {
      "q": "How much does Kickstand Wealth Advisors manage?",
      "a": "Kickstand Wealth Advisors reports $633,474,215 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (94% discretionary)."
    },
    {
      "q": "How have Kickstand Wealth Advisors' assets and staff changed since 2023?",
      "a": "In the Form ADV data for Kickstand Wealth Advisors: Regulatory assets under management: $0 in the October 2023 data and $633,474,215 in the October 2026 data. Total employees: 6 in October 2023 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Kickstand Wealth Advisors serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (215); individuals (other than high net worth individuals) (161)."
    },
    {
      "q": "Which custodians does Kickstand Wealth Advisors use?",
      "a": "Kickstand Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Kickstand Wealth Advisors report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/327022"
    },
    {
      "q": "Does Kickstand Wealth Advisors state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 2, 2026 says: \"Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum initial investment to open an account of $500,000.\""
    },
    {
      "q": "What changed in Kickstand Wealth Advisors' recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in WA."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2023-07-12"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 453897773.0,
      "total_employees": 6,
      "filing_date": "2024-03-25"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 528360757.0,
      "total_employees": 7,
      "filing_date": "2025-04-17"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 633474215.0,
      "total_employees": 7,
      "filing_date": "2026-09-18"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in WA."
      ]
    },
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in PA."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $528,360,757 to $633,474,215 (+20%).",
        "Employees performing advisory functions went from 4 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 2, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The annual advisory fee ranges from 0.25% to 1.50%."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000"
        ],
        "quotes": [
          "Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum initial investment to open an account of $500,000."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The annual advisory fee ranges from 0.25% to 1.50%.",
      "Kickstand Wealth Advisors generally imposes a minimum portfolio size or a minimum initial investment to open an account of $500,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/kickstand-wealth-advisors-pittsford-ny-327022.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 161,
      "fewer_than_5": false,
      "raum": 79544777.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 215,
      "fewer_than_5": false,
      "raum": 543201698.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 8905674.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1822066.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/327022",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}