Kinson Wealth Group is a registered investment advisor founded in January 2024 and based in Kentucky, led by principal owner and Chief Compliance Officer Jeremy Atkinson. The firm offers personalized investment management and comprehensive financial planning services. For investment management, Kinson Wealth Group builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and government or municipal securities, taking into account each client's specific goals, risk tolerance, and tax situation. The firm also offers financial planning on an ongoing or project-based basis, covering topics such as retirement planning, cash flow and debt management, tax strategies, estate planning, risk management, college savings, and business planning. Kinson Wealth Group operates as a fee-only firm, meaning compensation comes exclusively from client fees rather than commissions from selling financial products. The firm does not have a minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $4.0M | 1.00% |
| $4M+ | 0.75% |
Fees are negotiable. Accounts are aggregated within the same household for fee calculation.
