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RIA · CRD 304351State-Registered Investment Adviser

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Kinetix Financial Planning

Kinetix Financial Planning is a state-registered investment adviser with approximately $13 million in regulatory assets under management. The firm has 1...

Overview

Kinetix Financial Planning is a state-registered investment adviser with approximately $13 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

General information

Firm type

RIA

Sector focus

Financial PlanningWealth Management

Frequently asked questions

What sectors does Kinetix Financial Planning avoid in its client portfolios?

No explicit avoidance policies have been disclosed. In the absence of stated ESG or sector-specific exclusions, the firm's sector stance is unknown from public sources.

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