ABOUT US
LIFE. RESOURCES. PROTECTION. LEGACY.
Kinetic Wealth's Mission
We exist to educate and empower, serving as a fee-only fiduciary guide who transforms cautious savers into capable stewards. With clear feedback, availability, professional rigor, and genuine care, we create a welcoming, enjoyable experience. We will be a destination firm for clients and professionals who value learning, integrity, and excellence, scaling our impact without compromising service or quality.
Are you ready to discover your best life?
Our Vision
We plan to establish a non-profit to help young adults and those least served by the financial industry build themselves up and find their best lives. We will begin considering options for our long-term succession plan which will include employee ownership and possibly second-generation ownership by our employees’ families
2026
Within the next year, we hope to hire 1-2 professionals to join in on our journey of being the best advisor available for those we serve best
2027-2030
We will spend the next three years transforming our team into high-quality, client-centric fiduciary guides, offering firm partnership for the right candidate(s)
2030's
Our team members will become more specialized, allowing deeper planning and impact across the various client types we serve
Frequently Asked Questions
Where Are You Located?
We are conveniently located in West Knoxville on Kingston Pike near Costco. Our address is 10805 Kingston Pike, Suite 130, Knoxville, TN 37934. We serve many clients in East Tennessee but also around the United States.
How Do I Get Started?
Please submit a request on our website here, call us at 865.288.8904 or email us atskee@kineticwealthplanning.com to get started.
What Do I Need For Our First Conversation?
The only thing you need is to set up time to talk with an open mind. We often provide value in ways new clients don’t expect! For those who love being super prepared, click here for a more comprehensive list of things we can discuss and review in our time together.
How Often Will I Meet With You?
We proactively reach out to meet with our clients twice each year – generally early in the year while working on tax returns and later in the year to ensure tax planning strategies are addressed and implemented before the end of the year. There is no limit to the number of meetings we can have with our clients as their lives and circumstances change. We are also available at all times for questions, comments, discussions, or planning changes that need to be addressed over time.
How Are Your Advisors Compensated?
We are proud to serve our clients as a fee-only fiduciary financial planning firm. Of the ways we can serve our clients, we feel this business model best aligns with keeping clients’ interests first. Simply put, we can not sell commission-based products to our clients, removing many common conflicts of interest between our advice and our clients’ best interest. Transparency is foundational at Kinetic Wealth, and we are always open with what our clients pay and what value they receive. Here’s an article if you’d like to learn more.
Our Values
Values-driven clarity, evidence-based results. We don’t gamble or guess with your hard-earned money. Our investment philosophy and portfolio management process is grounded in evidence-based research and cutting edge technology.
Influence
Promoting and developing others
Competency
Growing professional excellence
Trustworthiness
Dependability, availability, consistency
Boldness
Unafraid of past or future
Authenticity
Genuine, transparent, simplified
