# Kinetix Financial Planning

Kinetix Financial Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kinetixfinancialplanning

## Regulatory record

- **CRD number:** 304351
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/304351

## About

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.

## Sectors

- Financial Planning
- Wealth Management

## 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.

## Related profiles

- [WEALTHIER WAY, LLC](https://altss.com/profile/wealthier-way-llc)
- [Broadwealth LLC](https://altss.com/profile/broadwealth-llc)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/kinetix-financial-planning

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