Michael Kitces

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Michael Kitces is an American financial planner, commentator, speaker, blogger, and educator. He frequently contributes to industry publications,[1] publishes a blog and newsletter for advisors,[2] is the former practitioner editor of the Journal of Financial Planning, the co-founder of the XY Planning Network (#168 on the Inc. 5000 list in 2018)[3] and AdvicePay, and is a partner of Pinnacle Advisory Group, a financial advisory firm. He has also been featured in Investopedia's top 10 "most influential" advisors list.[4]


Kitces was born and raised in the suburbs of Washington, D.C..


He earned a Bachelor's in Psychology from Bates College in Maine[5] with a minor in theater,[6] and subsequently earned a Master's in Financial Planning from The American College (Pennsylvania) and a Master's in Taxation from the University of Tulsa.[7][failed verification] He also holds the CFP®, CLU®, ChFC®, RHU®, REBC®, and CASL® designations.[8]


He is a partner and Director of Research at Pinnacle Advisory Group.[9]

In 2004, Kitces helped to co-found NexGen,[10] a community group for younger financial planners and later went on to co-found the XY Planning Network and AdvicePay as well,[11] with the former being recognized as #168 on the Inc. 5000 list of fastest-growing companies in 2018.[12] For these accomplishments, he was recognized by the Financial Planning Association with a "Heart of Financial Planning" award in 2012,[13] as well as by Investment News as a 40-under-40 to watch in 2014[14] and an Industry Innovator in 2016.[15]

From 2012 to 2015, he served as the Practitioner Editor of the Journal of Financial Planning,[16][17] after spending many years on its Editorial Review Board.

Kitces' research on safe withdrawal rates, asset allocation glidepaths in retirement, and determining sustainable retirement income based on market valuation has been cited by The Wall Street Journal, The New York Times and Money (magazine),[18][19][20] and received an Academic Thought Leadership award from the Retirement Income Industry Association (RIIA) in 2013.[21]

Personal life[edit]

He lives in Reston, Virginia with his wife and three children.[22]


  1. ^ "Michael Kitces Recognized As Power Tweeter". Investmentnews.com. Retrieved 2013-12-24.
  2. ^ Hanson, Joyce (2013-05-28). "Michael Kitces: The 2013 IA 25 Extended Profile". Advisorone.com. Archived from the original on 2013-06-08. Retrieved 2013-12-24.
  3. ^ "XY Planning Network at #168 of the Inc 5000". Inc. 2018.
  4. ^ "Top 10 Financial Advisors". Investopedia. Retrieved 2017-12-26.
  5. ^ "Michael Kitces - Pinnacle Advisory Group - The Wealth Management Advisors". Pinnacleadvisory.com. 2012-03-20. Retrieved 2014-03-01.
  6. ^ Kephart, Jason (2013-06-18). "15 transformational advisers: Michael Kitces". Investmentnews.com. Retrieved 2014-03-01.
  7. ^ "Michael E. Kitces : CV" (PDF). Kitces.com. Retrieved 2014-03-01.
  8. ^ "Michael Kitces on Investopedia". Investopedia.com. Retrieved 2017-12-26.
  9. ^ "2006 Movers & Shakers for Financial Planning magazine". Financial-planning.com. 2006-01-01. Archived from the original on 2013-12-28. Retrieved 2013-12-24.
  10. ^ "Michael Kitces Deep Thinker". Financial-planning.com. 2010-02-01. Retrieved 2013-12-24.
  11. ^ "The New Money Masters: Financial Planning Guru Michael Kitces". Forbes. 2015-06-29. Retrieved 2015-07-02.
  12. ^ "XY Planning Network at #168 of the Inc 5000". Inc. 2018.
  13. ^ "FPA Heart of Financial Planning Award Recipient Profiles: Michael Kitces and Karin Price Mueller". Journal of Financial Planning. 2012.
  14. ^ "About Michael Kitces 40 Under 40". 2014. Retrieved 2018-02-01.
  15. ^ "Michael Kitces Innovator Profile". InvestmentNews. 2016. Retrieved 2018-02-01.
  16. ^ "FPA Names Michael Kitces to New Role of Practitioner Editor". Fpanet.org. 2012-05-15. Retrieved 2014-03-01.
  17. ^ "FPA and Journal of Financial Planning Announce Dr. Dave Yeske, CFP to Become New Practitioner Editor". OneFPA.org. 2015-05-31. Retrieved 2018-02-01.
  18. ^ Kelly Greene. "The Wall Street Journal, March 1, 2013 - Say Goodbye to the 4% Rule". Online.wsj.com. Retrieved 2014-03-01.
  19. ^ "How Retirees Can Spend Enough, but Not Too Much". The New York Times. Retrieved 2014-03-01.
  20. ^ "Plan for the Critical First Decade of Retirement". Money. Archived from the original on June 6, 2014. Retrieved 2015-02-08.
  21. ^ "RIIA eNews October 2013". 2013-10-01.[dead link]
  22. ^ "About Michael Kitces". Kitces. Retrieved 2017-12-26.