YOUR FIDUCIARY GUIDE
LET'S LOCK ARMS ON YOUR JOURNEY
The Kinetic Knot
The Kinetic Knot logo draws inspiration from the ancient Solomon’s Knot, a Celtic symbol representing continuity, unity, and protection through its endless interwoven loops. The knot also reflects the Scottish heritage of Kinetic Wealth's founders, Skee and Amanda Orr. Reimagined for modern financial guidance, the Kinetic Knot embodies the interconnected nature of life, resources, protection, and legacy through its four linked forms. Anchored to suggest stability while pointing upward, the design symbolizes a forward-moving trajectory toward growth, purpose, and lasting fulfillment.
What We Aim For
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.
How We're Compensated
We are financial planners. Our clients receive fiduciary financial planning in exchange for a fee in one of these simplified ways:
FINANCIAL PLANNING
& INVESTMENT MANAGEMENT
1.00% on the first $1M under our care
0.60% on the next $4M
$5M+ is negotiable
FINANCIAL PLANNING
ONLY
$300 per hour
EMPLOYERS RETIREMENT PLAN MANAGEMENT
Flexible pricing based on plan needs
FINANCIAL PLANNING & INVESTMENT MANAGEMENT
The annual advisory fee is paid monthly in arrears based on the average daily balance of the Client’s account(s). The advisory fee is a blended rate. For example, for assets under management of $4,000,000, a Client would pay 1.00% on the first $1,000,000 and 0.60% on the remaining balance for a blended rate of 0.70%. The formula for the monthly fee is determined by the following calculation: (($1,000,000 x 1.00%) + ($3,000,000 x 0.60%)) ÷ 12.
In determining the advisory fee, we may allow accounts of members of the same household to be aggregated. KW relies on the valuation as provided by Client’s custodian in determining assets under management. Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.
FINANCIAL PLANNING ONLY
For engagements which do not include asset management, our Hourly Financial Planning fee is based on our hourly rate of $300.
The total fee is dependent upon variables including the specific needs of the client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant. We will do our best to estimate the time required for any particular or ongoing engagement up front to set clear expectations. We will provide clients with an invoice at the end of each engagement itemizing time spent and calculating hourly fees due. Hourly fees will be due within 15 days of invoice.
We can provide an example of our Hourly Financial Planning Agreement for full details upon request.
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.
Stewardship
We collaborate proactively with wisdom, responsibility, and care
Clarity
We simplify complexity so you can move forward with confidence
Gratitude
We serve with humility and appreciation of the trust placed in us
Excellence
We pursue high standards in our work so clients receive our very best
Courage
We tell the truth, make hard calls when needed, and lead with conviction
Skee & Amanda's Story
Skee Orr, Founder and Lead Advisor is a CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer