Kuhn Wealth Management INC.

Assets Under Management

$102.1M

Number of Clients

275

Number of Advisors

3

Average Client AUM

$371K

AUM per Advisor

$34.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Kuhn Wealth Management provides discretionary portfolio management services tailored to client needs. They may use third-party managers or model portfolios. Financial planning services include investment, insurance, retirement, estate, and education planning. Clients are under no obligation to implement recommendations through KWM.

Fee Structure

Minimum Investment:None
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningEducation PlanningTax Planning
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Location

1827 Walden Office Sq, #500, Schaumburg, IL, 60173

3 Advisors at this firm