Francis Orr (AIF®, ATP, CFP®)
Francis Orr focuses in the
following client markets or areas of practice:
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
- AUM
- Baby Boomers
- Business Owners
- Charitable Giving
- College/Education Planning
- Entrepreneurs
Planning Specialties
Kinetic Wealth specializes in comprehensive financial planning, especially planning for financial independence, family legacy, charitable impact, and lifetime tax mitigation. Our services include holistic financial planning along with investment management and advice. Clients may engage our services through a competitively priced AUM fee or on an hourly basis. Tax return preparation is available to clients within our scope of taxpayer circumstances. Those with circumstances beyond our scope of services will be referred to a CPA, as needed. We also serve organizations with managing their retirement plan and providing financial wellness and fiduciary guidance to their employees.Additional Information
Skee began his finance career in early 2012 and has since served many individuals and organizations as their trusted advisor. Having a long family lineage of educators, he naturally has a passion for teaching and helping others. An interest in finance early in life led him to attain his Bachelor of Science in Business Administration degree focused in Financial Planning and Economics from Western Carolina University in 2010. After college, Skee served as Senior Financial Services Officer at a prominent credit union in his home state of North Carolina. He moved to East Tennessee in 2016 and has built strong relationships with individuals, families, and organizations, managing over $100,000,000. One Knoxville non-profit organization he advised was recognized as one of four Plan Sponsor of the Year nominees in a well-known national publication in 2024. He holds designations of CERTIFIED FINANCIAL PLANNER™, Accredited Investment Fiduciary®, and Accredited Tax Preparer. Skee enjoys serving his community through several organizations in the Greater Knoxville Area.NAPFA Start Date
June 06, 2025
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