Fee-only adviser · Denton, TX
Kipos Wealth
Kipos Wealth is a fee-only investment adviser registered with the securities regulators of Alaska, Hawaii, Texas, with its main office in Denton, Texas. On its latest Form ADV, filed April 1, 2026, it reports $107M in regulatory assets under management, 98 individual clients and 2 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 | State-registered: Alaska, Hawaii, Texas |
|---|---|
| Firm CRD number | 323987 · SEC file 801-127174 |
| Office | 1332 Teasley LN Suite 229 Denton, TX 76205 |
| Phone | (214) 799-0229 |
| Website | www.kiposwealth.com |
| Regulatory assets under management | $107M ($86M discretionary) |
| Individual clients | 63 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 1, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- 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 Denton
- Cultivar Capital, Inc. $375M
- Relevance Capital Management $496M
- Hedgefield Wealth Management $32M
- Aesop Advisor, LLC $177K
- Piccolo Investment Consulting, LLC $110M
- Simpli-Fi Alpha LLC $4.4M
See all 10 fee-only advisers in Denton →
Nearby
- Argyle 2 firms
- Bartonville 1 firm
- Little Elm 1 firm
- Flower Mound 6 firms
- Westlake 1 firm
- Lewisville 2 firms
- The Colony 1 firm
- Southlake 15 firms
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