Fee-only adviser · Westlake, OH
Kinetic Wealth Investment Advisors, LLC
Kinetic Wealth Investment Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Westlake, Ohio. On its latest Form ADV, filed May 18, 2026, it reports $215M in regulatory assets under management, 173 individual clients and 3 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 311536 · SEC file 801-128963 |
| Office | 28045 Clemens RD, Suite D Westlake, OH 44145 |
| Phone | (440) 250-9500 |
| Website | www.kinetic-wealth.com |
| Regulatory assets under management | $215M |
| Individual clients | 78 non-high-net-worth, 95 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 18, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Westlake
- Balanced Wealth Group LLC $494M
- Paradigm Wealth Management, LLC $563M
- Cornerstone Wealth Management $629M
- Lesjak Planning, LLC $396M
- Michael Brady & Co., LLC $249M
- Defiant Financial Services LLC $83M
See all 12 fee-only advisers in Westlake →
Nearby
- Avon 2 firms
- Fairview Park 1 firm
- Rocky River 3 firms
- Lakewood 1 firm
- Middleburg Heights 2 firms
- Cleveland 16 firms
- North Royalton 1 firm
- Independence 6 firms
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