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).
Total Assets Under Management31MILLION
Total Number of Accounts226ACCOUNTS
Average Account Value$138,177
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
Paul Purcell (CRD# 4128467) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Springboro, OH and has over 16 years of experience in the finance industry.
Brad Kiplinger (CRD# 2348381) is an Investment Advisor Representative working at Kiplinger Wealth Advisors in Strongsville, OH and has over 24 years of experience in the finance industry.