Kiplinger Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Kiplinger Investment Advisors reports 434 clients. They include 373 individual clients and 61 high-net-worth individuals. Of its assets, 100.0% ($262M across 1,103 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $235M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 86% | 50% |
| High-net-worth individuals | 14% | 50% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 373 | $130M | 49.7% | $348K |
| High-net-worth individuals | 61 | $132M | 50.3% | $2.16M |
| Total | 434 | $262M | 100% | $603K |
- Clients
- 373
- Regulatory AUM
- $130M
- AUM share
- 49.7%
- Avg. per client
- $348K
- Clients
- 61
- Regulatory AUM
- $132M
- AUM share
- 50.3%
- Avg. per client
- $2.16M
Total
- Clients
- 434
- Regulatory AUM
- $262M
- AUM share
- 100%
- Avg. per client
- $603K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kiplinger Investment Advisors charges 0.70%–2.00% a year for its Asset management services. The fee is negotiable and requires an account of at least $25,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial planning consulting
- Financial planning consulting services generally cost between $300 and $10,000, with a fixed fee that varies by complexity and a retainer of 25% of the total fee in some cases.
Brad Kiplinger owns 75% or more of Kiplinger Investment Advisors. The leadership team of Kiplinger Investment Advisors includes President Brad Kiplinger. It has 5 employees.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 3 broker-dealer reps
- 4 insurance agents
- 1 soliciting firm
- Owns 75% or more of Kiplinger Investment Advisors, LLC.
Brad Kiplinger
Control person · since September 1998
Kiplinger Investment Advisors’ regulatory assets grew from $189M (March 2024) to $262M (March 2026); clients were 434 in both filings and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $262M | 434 | 5 | 3 |
| Apr 2025April 2025 | $213M | 374 | 4 | 3 |
| Mar 2024March 2024 | $189M | 423 | 4 | 3 |
Besides its headquarters, Kiplinger Investment Advisors has 2 offices, with 3 listed addresses across 2 states.
Ohio · 2 listed addresses
- 24 Remick BLVD, SpringboroHQ
- 15300 Pearl Road, Strongsville
Tennessee · 1 listed address
- 1316 Adams Street, Nashville
Other business names
Kiplinger Investment Advisors has reported 1 other business name to the SEC.
- Kiplinger Wealth Advisors
Contact and registration details
- Legal name
- Kiplinger Investment Advisors, LLC.
- Headquarters
- 24 Remick BLVD, Springboro, OH 45066-9557
- Website
- kiplingerwealth.com
- Phone
- 937-886-1442
- @kiplinger-wealth-advisors
- SEC file
- 801-129277
- Structure
- Ohio LLC
- Fiscal year end
- December
Kiplinger Investment Advisors’ named custodians for separately managed accounts are Altruist ($223M, 95%) and Charles Schwab ($12.6M, 5%). Kiplinger Investment Advisors does not have custody of client assets.
- Charles SchwabCharles Schwab · Westlake, TX · $12.6M5%
- AltruistAltruist Financial LLC · Culver City, CA · $223M95%
At year end, Kiplinger Investment Advisors’ separately managed accounts were mostly in stocks (51%) and funds (42%).
What the accounts hold
- Stocks51%
- Funds42%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Kiplinger Investment Advisors have?
Kiplinger Investment Advisors has 434 clients and manages $262 million for them, as of March 2026. They include 373 individual clients and 61 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Kiplinger Investment Advisors offer?
Kiplinger Investment Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kiplinger Investment Advisors charge?
Kiplinger Investment Advisors charges 0.70%–2.00% a year for its Asset management services. The fee is negotiable and requires an account of at least $25,000.
Source: KIPLINGER WEALTH ADVISORS - PART 2A, filed 27 March 2026
Which custodians does Kiplinger Investment Advisors use?
Kiplinger Investment Advisors’ separately managed account assets are held at Altruist Financial LLC (Culver City, CA), with $223M and Charles Schwab (Westlake, TX), with $12.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Kiplinger Investment Advisors have?
Kiplinger Investment Advisors has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kiplinger Investment Advisors invest in?
At the end of its last fiscal year, Kiplinger Investment Advisors’ separately managed accounts held 51% exchange-traded equities, 42% registered funds (mutual funds, ETFs, BDCs), 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Kiplinger Investment Advisors have a minimum investment?
Yes, Kiplinger Investment Advisors’ minimum account size for its Asset management services is $25K.
Source: KIPLINGER WEALTH ADVISORS - PART 2A, filed 27 March 2026
Who owns Kiplinger Investment Advisors?
Kiplinger Investment Advisors’ direct owner is Brad Kiplinger (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Kiplinger Investment Advisors get paid?
Kiplinger Investment Advisors is paid through a percentage of assets under management, fixed fees, commissions and other compensation. Its Form ADV lists no performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kiplinger Investment Advisors?
Kiplinger Investment Advisors’ main office is at 24 Remick BLVD, Springboro, OH 45066-9557. Its phone number is 937-886-1442. Its website is kiplingerwealth.com.