KIPLINGER INVESTMENT ADVISORS, LLC.
Doing business as KIPLINGER WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$261,664,703
Discretionary
$261,664,703
Non-discretionary
$0
Firm details
- CRD number
- 116726
- SEC file number
- 801-129277
- Main office
- SPRINGBORO, OH, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTPS://WWW.KIPLINGERWEALTH.COM
- Fee structure
-
Percentage of AUM Fixed fees Commissions Other
As of November 2026.