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Kiplinger Advisor Collective


About Kiplinger Advisor Collective

Kiplinger Advisor Collective is a professional organization for senior-level personal finance advisors, managers, and executives.

Kiplinger Advisor Collective is a fee-based membership organization with approximately 10 to 1,000 members, founded in 2023. Its members and headquarters are distributed throughout the world, as it is a fully remote organization.

Kiplinger Advisor Collective offers exclusive publishing privileges to its members. These privileges include mentions in finance-related Expert Panels and full bylined articles written by members in their area of wealth management and financial services expertise. 

This organization offers networking opportunities via regular virtual events and private community groups accessible through its member portal website and mobile app. Membership also offers complimentary access to EXEC, a luxury benefits program. 

In order to be eligible for Kiplinger Advisor Collective, you must be a senior-level leader at a financial service company. Examples include CFOs, Private Equity and VC Principals and Partners, and owners of accounting firms. Applicants may also qualify with five years of experience in specialty law, accounting, or tax advisory. Alternatively, applicants may qualify for membership as a thought leader with proof of expertise in certain areas. 

In order to be considered for Kiplinger Advisor Collective, qualified candidates must either apply for consideration or be referred by existing members. Meeting the minimum requirements alone does not guarantee an invitation to join the organization. Qualified applicants will be screened by a selection committee. If approved, applicants will receive an invitation to join Kiplinger Advisor Collective,

An annual fee in the range of $1,000 to $2,500 will be due at the time of joining the organization. 

The organization’s members work at an array of reputable companies, most notably: Kiplinger's Personal Finance,, and Wilcox Financial Group.

Kiplinger Advisor Collective Facts

Year Founded


Member Count

10 - 1,000

HQ Location


Requires Invitation


Accepts Applications


Has a Mobile App


Offers Publishing Privileges


Annual Membership Fees

$1,000 - $2,498