Gary Kinder
Gary Kinder is a ChFC-designated registered investment advisor at Wealth Architects, LLC, based in Missouri City, TX, with 39 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Wealth Architects acts as a co-advisor with Matson Money, Inc. to manage client accounts. Wealth Architects receives the management fees collected by Matson Money. The annual fee ranges from 0.25% to 1.4% of the assets, and is negotiable based on the amount of assets and the Model Portfolio chosen. Matson Money also receives fees of 0.50% per year on the average net assets of each series of the Matson Fund.
Location
Missouri City, TX
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Regulatory History (1)
Customer Dispute
November 2000Other Business ActivitiesSells Insurance
Gary is the owner of Kinder & Associates LLC DBA: Wealth Architects Wealth Management, an insurance, advisory, and securities business, dedicating nearly full-time hours to it. He also owns CPA Advisory Network, LLC, providing marketing services for CPA firms, spending a few hours per week on this activity.
Employment History
Current Registrations
Wealth Architects, LLC
Previous Registrations
Gradient Wealth Management
Gradient Advisors, LLC
Gradient Securities, LLCBroker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
MML Investors Services, LLC
MML Investors Services, LLCBroker
Qa3 Financial CORP.Broker
Qa3 Financial LLC
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Ascend Financial Services, INC.Broker
MML Investors Services, INC.Broker
New England SecuritiesBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.