# Kure Advisory

Kure Advisory is a Bank / Wealth / Trust based in Plymouth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Plymouth, MN, United States
- **Founded:** 2021
- **Assets under management:** Less than $1B (Altss estimate)
- **Website:** incomeplanninggroup.com

## Regulatory record

- **CRD number:** 311320
- **SEC file number:** 801-120058
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311320

## About

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. 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.

## Sectors

- Financial Services

## Related profiles

- [Kunshan Yinqiao Holding Group](https://altss.com/profile/kunshan-yinqiao-holding-group)
- [Kure Shinkin Bank](https://altss.com/profile/kure-shinkin-bank)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/kure-advisory

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