Kelos Wealth Planning, LLC
Kelos Wealth Planning is an independent, fee-only financial planning and investment advisory firm serving individuals and families nationwide. Our approach emphasizes proactive tax planning, retirement income strategy, and comprehensive financial guidance, with thoughtful coordination across all aspects of your finances. We look beyond individual accounts and decisions to identify opportunities, anticipate challenges, and help ensure the pieces of your financial life work together.
As a boutique firm, every client works directly with the founder, with no hand-offs and no rotating advisors. We serve clients who value expertise and a personal relationship, and who want the confidence of knowing someone is looking ahead and staying on top of the details. Services include financial planning combined with investment management, or planning-only relationships with no investment minimums.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.