# Kinetic Wealth

> Kinetic Wealth is a state-registered investment advisory firm in Knoxville, TN, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 10, 2026.

- CRD: 336229
- Filed as: KINETIC WEALTH
- Legal name: Affect Financial Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Knoxville, TN
- Filing period: October 2026
- Form ADV filing dated: June 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/336229
- AdvisorCensus page: https://advisorcensus.com/firm/kinetic-wealth-knoxville-tn-336229

## Quick answers

**How is Kinetic Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Kinetic Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kinetic Wealth located?**
Kinetic Wealth's principal office is in Knoxville, TN, according to its Form ADV.

**Is Kinetic Wealth registered with the SEC or a state?**
Kinetic Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 336229.

**How much does Kinetic Wealth manage?**
Kinetic Wealth reports $18,880,460 in regulatory assets under management in its Form ADV filing dated June 10, 2026 (99% discretionary).

**What types of clients does Kinetic Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (33); high net worth individuals (11).

**Does Kinetic Wealth report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/336229

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $18,880,460
- Discretionary: $18,598,428
- Non-discretionary: $282,032

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 33 | $8,236,612 |
| High net worth individuals | 11 | $10,643,848 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kineticwealthplanning.com
- Facebook facebook.com
- Instagram @kineticwlth
- LinkedIn @kinetic-wealth-planning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinetic Wealth (CRD 336229): Form ADV filing data as of October 2026.