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Paul Purcell

Kiplinger Wealth Advisors

24 Remick Blvd

Springboro, OH 45066

513-807-7770

Your Goals, Our Guidance

About Kiplinger Wealth Advisors

When you work with Kiplinger, you gain more than an advisor - you get an entire team of specialists dedicated to your success. From custom portfolio design to tax-efficient strategies, we bring together diverse experience to create comprehensive solutions tailored to your unique situation. This collaborative approach helps ensure you benefit from multiple perspectives and specialized knowledge at every step of your journey.

See Disclosures

General Information

Firm Start Year

1998

No. of Employees

5-9

CRD#

4128467

Firm CRD#

116726

Name of Broker/Dealer

Private Client Services

Name of Custodial Firm

Charles Schwab and Altruist

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Businesses, Individual Investors

Advisory Services Provided

Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning for Businesses, Tax Advice and Services, Money Management, Financial Planning for Individuals, Education Funding and Planning, Risk Management

Services

Investment Types

Bonds, Options & Futures, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Commodities

Can meet clients in the following ways

Email, Phone, Our Offices, Video Conference

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 7, Series 6, Series 63

Insurance and Annuity Licenses

Annuity, Health, Variable Annuity, Life

Firm Information

Firm's Number of Clients

500-600

Firm's Number of Planning Clients

500-600

Firm's Number of Managed Clients

500-600

Assets Managed by Firm

$250M-$500M

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Based on Assets

Disclosures

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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1893713/financialadvisor-Kiplinger-Wealth-Advisors-detailed-disclosure.html

Disclaimer

Advisory services offered through Kiplinger Wealth Advisors, an Investment Adviser registered with the U.S. Securities & Exchange Commission. Securities offered through Private Client Services, Member FINRA & SIPC. Kiplinger Wealth Advisors and Private Client Services are separate companies.

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