Kitces

Kitces.com, founded by Michael Kitces, operates as a financial planning education and practice management platform aimed at independent financial advisors and registered investment advisors. The site publishes the Nerd's Eye View blog, hosts the Financial Advisor Success podcast, and produces original research on how advisors run and grow their practices. With over 78,500 subscribers, it functions as one of the most widely read trade publications in the RIA space, covering topics from tax planning and estate planning to advisor marketing and fintech evaluation.

The platform's core value to financial advisors includes:

• CFP continuing education (CE) credits through a membership program, including IAR CE for group-contracted firms
• Weekly editorial content covering practice management, compliance, investments, and financial psychology
• Research studies, including the Kitces Research series on advisor marketing spend and effectiveness
• Podcasts featuring detailed case studies of advisory firm growth strategies

For a family office principal or wealth management professional evaluating this directory, Kitces.com is not a software vendor or service provider in the traditional sense. It is a media and education resource built for financial advisors, not for family office operations teams or investment offices directly. The content skews toward RIA business management, client acquisition, and planning-profession issues rather than family office-specific concerns such as multi-entity reporting, alternative asset management, or family governance. Pricing for full membership access is not publicly disclosed. Teams already embedded in the independent advisor ecosystem will find the editorial depth and CE offering useful; those seeking operational or investment tools for a family office structure will not find a relevant product here.

• Continuing education for CFP and IAR credentials
• Practice management guidance for advisory firm owners
• Financial planning technical research and analysis
• Advisor marketing strategy and client acquisition education
• Industry news and regulatory update coverage

• Nerd's Eye View blog with weekly editorial content
• Financial Advisor Success podcast
• Kitces and Carl podcast on client communication
• Kitces Research studies on advisor marketing and business metrics
• CFP CE credit for member readers
• IAR CE for group-contracted firms
• Weekend Reading for Financial Planners weekly digest
• Webinar series on financial planning topics
• Member login portal with saved article lists
• Contributor network of over 100 guest authors

Built for Advisors / Wealth Advisors (RIA).

Email support via [email protected] for membership and CE-related queries.