Bank / Wealth / TrustRIA · CRD 311320SEC-Registered

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Kure Advisory

Kure Advisory was formed as the RIA entity within The Income Planning Group, a Minnesota-based financial services organization. The firm's structure reflects...

Kure Advisory logo

Kure Advisory

Kure Advisory was formed as the RIA entity within The Income Planning Group, a Minnesota-based financial services organization. The firm's structure reflects the integrated advisory model common in the Upper Midwest — where tax planning, estate strategy, and investment management sit under one roof rather than being farmed out to separate providers. Kure Advisory serves individual clients, trusts, estates, and business entities from its Plymouth office. The firm's investment approach leans on portfolio management and financial planning delivered through an advisory relationship, rather than a product-distribution model. Asset-class exposure spans traditional equities, fixed income, and likely insurance-linked products given the parent company's planning orientation, though specifics on alternatives or direct deals are not publicly disclosed. Geographic focus remains domestic, concentrated in the Minnesota market where the parent group has established its client base. Kure Advisory operates as a compact advisory shop within a larger planning group, with no publicly reported AUM figure or team headcount. The parent entity, The Income Planning Group, provides the operational backbone — a shared-services model that lets the RIA focus on client relationships while the parent handles compliance, back-office, and brand infrastructure. No separate offices, adjacent venture arms, or philanthropic vehicles have been publicly identified. The structural distinction here is the embedded-RIA architecture: Kure Advisory isn't a standalone asset manager competing for institutional mandates but the investment arm of a planning-first organization. That sequencing — planning leads, investments follow — shapes client acquisition, portfolio design, and the firm's steady-state growth trajectory in ways that a pure RIA or broker-dealer would not replicate.

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

AUM

Less than $1B (Altss estimate)

Location

Region

North America

Country

United States

City

Plymouth

Corporate office

Plymouth, MN, United States

Sector focus

Financial Services

Frequently asked questions

What is Kure Advisory?

Kure Advisory is a bank / wealth / trust headquartered in Plymouth, United States.

When was Kure Advisory founded?

Kure Advisory was founded in 2021.

Where is Kure Advisory headquartered?

Kure Advisory is headquartered in Plymouth, United States, in the North America region.

What is Kure Advisory's assets under management?

Kure Advisory reports approximately Less than $1B (Altss estimate) in assets under management, as tracked by Altss.

What does Altss track for Kure Advisory?

Altss maintains an OSINT-verified profile of Kure Advisory covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is Kure Advisory's website?

Kure Advisory's public website is incomeplanninggroup.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is Kure Advisory?

Kure Advisory is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.

How does Altss source intelligence on Kure Advisory?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was Kure Advisory's Altss profile last updated?

Kure Advisory's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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