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KIPLINGER WEALTH ADVISORS

KIPLINGER INVESTMENT ADVISORS, LLC.

CRD 116726 · SEC 801-129277

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24 REMICK BLVD, SPRINGBORO, OH, 45066-9557, United States

Phone

937-886-1442

Fax

937-886-1664

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$261.7M

Discretionary AUM

$261.7M

Team

5 total employees; 5 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Commissions; SOLICITOR/REFERRAL FEES

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

TypeClientsAUM
Individuals373$129.9M
High net worth individuals61$131.7M

States served

IN, KY, MD, NC, OH, SC, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD