# Kinetix Financial Planning

> Kinetix Financial Planning is a state-registered investment advisory firm, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 3, 2026.

- CRD: 304351
- Filed as: KINETIX FINANCIAL PLANNING
- Legal name: Kinetix Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Texas
- Filing period: October 2026
- Form ADV filing dated: September 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/304351
- AdvisorCensus page: https://advisorcensus.com/firm/kinetix-financial-planning-304351

## Quick answers

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

**Is Kinetix Financial Planning registered with the SEC or a state?**
Kinetix Financial Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 304351.

**How much does Kinetix Financial Planning manage?**
Kinetix Financial Planning reports $13,166,774 in regulatory assets under management in its Form ADV filing dated September 3, 2026 (100% discretionary).

**What types of clients does Kinetix Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (31); high net worth individuals (13); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Does Kinetix Financial Planning 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/304351

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $13,166,774
- Discretionary: $13,166,774
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 31 | $4,521,548 |
| High net worth individuals | 13 | $7,704,619 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $940,607 |

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

### Firm details
- Registered since: 2019 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kinetixfp.com
- Facebook @KinetixFP
- Instagram @kinetixfp
- LinkedIn @kinetixfinancialplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinetix Financial Planning (CRD 304351): Form ADV filing data as of October 2026.