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KIPLINGER WEALTH ADVISORS

SPRINGBORO, OH · CRD 116726 · IAPD ↗ · kiplingerwealth.com · 937-886-1442

$261.7MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2026 — KIPLINGER WEALTH ADVISORS notice-filed in MD, NC, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2025 — KIPLINGER WEALTH ADVISORS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
April 2024 — KIPLINGER WEALTH ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
April 2024 — KIPLINGER WEALTH ADVISORS notice-filed in FL, IN, KY, TN, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.