Kiplinger Wealth Advisors

Kiplinger Wealth Advisors (CRD# 116726) is a financial advisory firm headquartered in Springboro, OH. They manage $31,228,101 in 226 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    226
    ACCOUNTS
  • Average Account Value
    $138,177
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH

Financial Advisors at Kiplinger Wealth Advisors
Showing 1 - 2 of 2 top financial advisors.
1
Paul J. Purcell
CRD#: 4128467
325 N Main St Ste 202, Springboro, OH 45066
73
Wealthminder
score

Paul Purcell (CRD# 4128467) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 14 years of experience in the finance industry.

2
Brad E. Kiplinger
CRD#: 2348381
15300 Pearl Road, Suite 201, Strongsville, OH 44136
69
Wealthminder
score

Brad Kiplinger (CRD# 2348381) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Strongsville, OH and has over 23 years of experience in the finance industry.

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