Cronkhite Wealth Strategies

Name

Cronkhite Wealth Strategies

Legal name

Cronkhite Wealth Strategies

Website

https://cronkhitewealth.com

Company type

Private

Founded year

1994

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning & Goals-Based Advice (Mass Affluent) (FSAAAAAF)

Keywords

• Investment advisory services
• Retirement planning
• Estate planning
• Wealth management
• Insurance services

Headquarters

HQ city

Colorado Springs

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: As a Registered Investment Advisory firm, Cronkhite Wealth Strategies generates revenue through advisory fees for personalized wealth management, investment coaching, and financial planning services provided to individuals and business clients.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

Cronkhite Wealth Strategies is a Registered Investment Advisory firm that delivers personalized investment coaching, estate planning, retirement planning, and insurance solutions to individuals, families, and employers. The firm operates under the Fiduciary Standard, advising clients based on Nobel Prize-winning academic investing principles and helping investors overcome behavioral pitfalls through an ongoing coaching relationship.

Product overview

Cronkhite Wealth Strategies is a Registered Investment Advisory firm offering a comprehensive suite of wealth management services centered on investment coaching and financial planning. The core offering consists of investment coaching grounded in Nobel Prize-winning academic principles, combined with estate planning, retirement planning (for both individuals and employers), and various insurance products (life, disability, long-term care, Medicare, and major medical). The firm serves individuals and employers, providing 401(k)/retirement plan management, business planning, and group benefits for employers. Supporting these core services, the firm provides educational tools including financial calculators, a glossary of over 200 financial terms, tax resources (forms, publications, calendar), and a library of educational videos and articles covering investment, retirement, estate, insurance, tax, and lifestyle financial topics. The firm operates under the Fiduciary Standard, putting clients' needs above all other considerations.

Differentiator

Problem solved

Functional benefit

Products and services

• Investment Coaching Coaching service designed to help investors overcome instinctive behaviors that can destroy long-term investment results, grounded in Nobel Prize-winning academic investing principles. Aimed at individual investors and families.
• Estate Planning
• Retirement Planning
• Life Insurance
• Disability Insurance
• Long-Term Care Insurance
• Medicare Services
• Major Medical Insurance
• 401(k)/Retirement Plans for Employers
• Business Planning & Insurance Programs
• Group Benefits

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights4 records

Emerging players

• Betterment: Automated investing and retirement platform providing low-fee portfolio management and financial planning to mass-affluent investors. Competes for the same client wallet share as Cronkhite's investment coaching service, but via a tech-first, lower-touch delivery model.
• Facet Wealth: Tech-enabled flat-fee RIA delivering virtual financial planning and investment advice to mass-affluent clients nationwide. Closely comparable to Cronkhite's fee-only fiduciary model but competes by removing geographic friction and scaling via technology and remote CFPs.
• Empower Personal Dashboard (Personal Capital): Digital-first hybrid RIA combining robo-advice technology with human advisor teams for wealth management, retirement, and estate planning. Represents the tech-enabled scaling model against which a small boutique RIA like Cronkhite competes for mass-affluent clients.

Direct peers

• Buckingham Strategic Wealth: Fee-only RIA offering evidence-based investment management, financial planning, and tax strategy to individuals and families. Closely parallels Cronkhite's evidence-based, academic-principles investment philosophy and Fiduciary Standard positioning.
• Savant Wealth Management: Independent, fee-only RIA offering comprehensive financial planning, investment management, and tax services to individuals and families. Mirrors Cronkhite's holistic wealth-planning approach including estate, retirement, and insurance-adjacent services across a similar client base, but at meaningfully larger scale.
• Mariner Wealth Advisors: Independent RIA providing personalized investment advisory, financial planning, retirement plan, and family office services. Comparable to Cronkhite in its independent-registered-adviser model and breadth of services, though operating at significantly greater AUM and headcount across multiple states.
• Carson Wealth (Carson Group): RIA serving individuals and business owners with financial planning, investment management, and 401(k) advisory services. Directly comparable to Cronkhite's individual-plus-employer focus and emphasis on fiduciary coaching-style engagements for the mass-affluent segment.

Broad incumbents

• Edelman Financial Engines: Large national RIA combining personal financial planning, investment management, and workplace 401(k) advisory. Directly comparable employer-plan offering (Cronkhite's 401(k) management) and individual wealth services, but with national footprint and proprietary technology.
• Vanguard Personal Advisor Services: Hybrid robo-plus-human advisory offering within Vanguard's asset management franchise, providing goals-based financial planning and investment management. Competes head-to-head for the evidence-based, mass-affluent investor that Cronkhite targets, with advantages of brand recognition, technology, and fee scale.
• Fisher Investments: Large, established RIA serving high-net-worth and institutional clients with discretionary portfolio management and financial planning. Overlaps with Cronkhite in investment advisory and retirement planning but operates at vastly greater scale and primarily targets larger portfolios.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/profile.php
• LinkedInlinkedin.com/company/cronkhite-wealth-strategies

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Cronkhite Wealth Strategies