The Kirkwood Group Wealth Management

What The Kirkwood Group Wealth Management does

The Kirkwood Group Wealth Management is an independent, privately held investment advisory firm headquartered in Fairfield, Texas. The firm serves individual investors and families across the United States with a relationship-based practice built around three core offerings: personalized financial planning, investment management (using stocks, bonds, mutual funds, and ETFs aligned to client objectives, time horizon, and risk tolerance), and insurance solutions (disability income, life, and long-term care). These core services are extended with add-on modules covering tax planning, estate planning, a Lifestyle Matters program, money management guidance, and tax resource tools. Advisory services are formally delivered through LexAurum Advisors LLC, a separately owned registered investment adviser, with client account access provided through a Schwab-hosted portal.

The business is operated as a founder-led firm under President and Financial Consultant Richard Schaufert (AAMS, CRPS; career in advice since 1981; former VP roles at Advest, Oppenheimer & Co., and Smith Barney Harris & Upham) and Chief Financial Officer and Financial Consultant Donna J. Tyus (CTFA, CISP; career since 1982; prior VP/Managing Director at First Union National Bank). Both principals carry multiple securities licenses (Series 7, 63, 65, and others) and are supported by a team of 51-100 employees operating from a single Texas location.

The firm generates revenue through fee-based advisory arrangements processed via LexAurum Advisors LLC, a recurring subscription-style model with fee schedules not publicly disclosed. Go-to-market is sales-led and direct, relying on phone, in-person consultations, contact forms, the Schwab client login, and community involvement (local arts boards, charitable foundations) rather than paid digital acquisition. Geographic scope is restricted to US residents, and the firm has no disclosed funding, parent company, M&A activity, or technology platform beyond standard custodial and portal integrations.

Name

The Kirkwood Group Wealth Management

Legal name

The Kirkwood Group, Inc.

Website

https://kirkwoodgrp.com

Company type

Private

Operating status

Operating

Headcount range

51–100 employees

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592), Trust, Fiduciary, and Custody Activities (523991)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industry

Estate Planning, Trust Structuring & Governance (FSAAADAF)

Keywords

• Wealth management
• Financial planning
• Investment advisory
• Retirement planning
• Estate planning

Headquarters

HQ city

Fairfield

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Advisory Fee Revenue: Advisory services are offered through LexAurum Advisors LLC, a registered investment adviser. Revenue is generated through fee-based advisory arrangements for comprehensive financial planning, investment management, and related services.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

The Kirkwood Group Wealth Management is an independent, full-service wealth management firm offering personalized financial planning, investment management, and insurance solutions to individuals and families. Advisory services are delivered through LexAurum Advisors LLC, a registered investment adviser, and supported by complementary offerings including tax planning, estate planning, lifestyle planning, and money management guidance.

Product overview

The Kirkwood Group Wealth Management offers a comprehensive suite of wealth management services centered around three core offerings: Financial Planning, Investment Management, and Insurance Services. These core services are complemented by additional modules including Tax Planning, Estate Planning, Lifestyle (Lifestyle Matters), and Money management. The firm also provides supplementary Tax Resources including a calendar, downloadable IRS forms, publications, and federal tax rate tables. Advisory services are delivered through LexAurum Advisors LLC, a registered investment adviser.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Planning

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• LexAurum Advisors LLCcoreStrategic or Co-development PartnerLexAurum Advisors LLC is the registered investment adviser through which advisory services are offered. The Kirkwood Group Wealth Management and LexAurum are under separate ownership but work together to provide registered advisory services to clients.

Scale indicators1 record

Recent moves5 records

Expansion highlights3 records

Direct peers

• LPL Financial: Largest independent broker-dealer and RIA custodian supporting independent financial advisors with compliance, technology, and custody infrastructure. Highly comparable because most small independent RIAs like The Kirkwood Group either custody with LPL competitors (Schwab) or could plausibly align with the LPL model.
• Edward Jones: National independent advisor-led wealth management franchise serving individual investors and families with financial planning, investment, and insurance solutions. Closely comparable in business model (single-advisor branch offices, full-service financial planning, community-rooted advisors) to The Kirkwood Group, just at vastly greater scale.
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of independent advisors with planning, investment, and insurance solutions. Comparable as an institutional counterpart for an independent practice of Kirkwood's size and structure.
• Commonwealth Financial Network: Independent broker-dealer and RIA support platform serving small-to-mid-sized wealth management practices. Directly comparable to the independent, advisor-led model The Kirkwood Group uses with LexAurum Advisors LLC.
• Cetera Financial Group: Independent advisor-focused wealth management platform offering advisory, brokerage, and insurance solutions to small and mid-sized practices. Comparable in offering mix (planning + investments + insurance) and in supporting independent RIAs similar to The Kirkwood Group.

Broad incumbents

• Stifel Financial: Diversified brokerage and wealth management firm with private client group, capital markets, and institutional services. Comparable to The Kirkwood Group in private client wealth and investment management, but materially larger and more diversified across business lines.
• Raymond James Financial: Diversified financial services firm with a large private client group offering financial planning, investment management, and insurance. Comparable in core service offering to The Kirkwood Group but operates through a national network of branches and advisor firms.
• Mariner Wealth Advisors: National independent wealth advisory firm offering financial planning, investment management, tax, and estate services. Comparable in scope of services to The Kirkwood Group, though it operates at enterprise scale with a much broader footprint.
• Creative Planning: Large independent RIA offering comprehensive financial planning, investment management, tax, and estate services to HNW clients nationwide. Comparable in full-service offering mix to The Kirkwood Group but at a much larger national scale.

Emerging players

• Focus Financial Partners: Roll-up platform of independent RIAs, wealth management, and advisor firms providing capital, technology, and operational support. Relevant as a potential acquirer or strategic model for a founder-led independent practice of The Kirkwood Group's profile.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

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 The Kirkwood Group Wealth Management