# Kiplinger Wealth Advisors

> Kiplinger Wealth Advisors is an SEC-registered investment advisory firm in Springboro, OH, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 116726
- Filed as: KIPLINGER WEALTH ADVISORS
- Legal name: Kiplinger Investment Advisors, LLC.
- Also doing business as: KIPLINGER WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Springboro, OH
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/116726
- AdvisorCensus page: https://advisorcensus.com/firm/kiplinger-wealth-advisors-springboro-oh-116726

## Quick answers

**How is Kiplinger Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Kiplinger Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); commissions; other.

**How much does Kiplinger Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Asset-based fee: 0.7% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kiplinger Wealth Advisors located?**
Kiplinger Wealth Advisors' principal office is in Springboro, OH, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Kiplinger Wealth Advisors registered with the SEC or a state?**
Kiplinger Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 116726.

**How much does Kiplinger Wealth Advisors manage?**
Kiplinger Wealth Advisors reports $261,664,703 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have Kiplinger Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Kiplinger Wealth Advisors: Regulatory assets under management: $189,133,302 in the October 2024 data and $261,664,703 in the October 2026 data, up 38%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kiplinger Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (373); high net worth individuals (61).

**Which custodians does Kiplinger Wealth Advisors use?**
Kiplinger Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab as custodians holding 10% or more of its separately managed account assets.

**Does Kiplinger Wealth Advisors report any disciplinary disclosures?**
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/116726

**Does Kiplinger Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "We require a minimum account size of $25,000; however, this may be waived at our discretion."

**What changed in Kiplinger Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $212,845,865 to $261,664,703 (+23%). Registered or notice-filed in MD, NC, SC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Asset-based fee: 0.7% to 2% a year (a range, as the brochure states it)

> The annual management fee ranges from 0.70% to 2.00% and is negotiable. The exact fee or fee schedule charged is disclosed to you prior to services being provided.

- Account minimum: $25,000 (the brochure says it may be waived or negotiated)

> We require a minimum account size of $25,000; however, this may be waived at our discretion.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab

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.

### Regulatory assets under management (Item 5.F)
- Total: $261,664,703
- Discretionary: $261,664,703
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 373 | $129,943,421 |
| High net worth individuals | 61 | $131,721,282 |

### Advisory services (Item 5.G)
- 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)
- Educational seminars/workshops

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IN, KY, MD, NC, OH, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Nashville, TN
- Strongsville, OH

### Websites listed on Form ADV (Item 1.I)
- kipinvest.com
- kiplingerwealth.com
- LinkedIn @KIPLINGER-WEALTH-ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $189,133,302 | 4 | March 22, 2024 |
| October 2025 | $212,845,865 | 4 | April 30, 2025 |
| October 2026 | $261,664,703 | 5 | March 27, 2026 |

Regulatory assets under management: $189,133,302 in the October 2024 data and $261,664,703 in the October 2026 data, up 38%.
Total employees: 4 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $212,845,865 to $261,664,703 (+23%).
- Registered or notice-filed in MD, NC, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kiplinger Wealth Advisors (CRD 116726): Form ADV filing data as of October 2026.