Kent Kuhlmann
Kent Kuhlmann is a registered investment advisor at Avior Wealth Management, LLC, based in Napa, CA, with 32 years of industry experience. Kent operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 4,385 clients with $5.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avior Wealth Management provides ongoing investment management services, continuously monitoring client accounts and making trades when necessary. Fees are negotiated between the financial professional and the client, not exceeding 2.0% annually, and are based on the amount of assets managed, the complexity of the portfolio, and the services provided. Fees are billed quarterly and monthly, in advance and in arrears, based on the market value of the assets. Some clients may effectively pay an annualized fee greater than 2.0% due to the minimum annual fee, if not waived. The firm utilizes sub-advisers and the client pays a sub-adviser fee based on assets they manage, in addition to a prime brokerage fee per transaction charged by the custodian.
Location
1455 First Street, Suite 216, Napa, CA, 94559
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kent sells fixed insurance products such as life insurance, annuities, and long-term care with various companies. He also serves as a guide for LifeGuides, is president of the Natures Way Montessori school board, and is a board member for Jameson Animal Rescue Ranch, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Avior Wealth Management, LLC
Previous Registrations
Cetera Advisor Networks LLCBroker
Cwm, LLC
Strategic Wealth Advisors Group
Retirement Capital Strategies, INC.
LPL Financial LLC
LPL Financial LLCBroker
Lutheran Brotherhood Securities CORP.Broker
Aal Capital Management CorporationBroker
State Registrations2 states
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.