Kickstand Wealth Advisors

Kickstand Wealth Advisors at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 6 advisors are listed here; 5 of 6 hold the CFP.
• Its Form ADV reports 7 employees and 376 individual clients, 215 of them high net worth.
• Its average account is about $321,000 (assets it manages divided by its 1,976 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Kickstand Wealth Advisors fees

Kickstand Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (6)

• Benjamin Forte

  CFP

• Chad Goodchild

  CFP

• Christine Fusare

• Corey Ernisse

  CFP

• Devyn Little

  CFP

• Jacob Schlicht

  CFP