Leading Authority on Financial Planning Strategy; Chief Financial Nerd at Kices.com; Director of Financial Planning Research at Pinnacle Advisory Group
Michael Kitces Biography
Michael E. Kitces, MSFS, MTAX, CFP®, is a leading authority on financial planning strategy, tax planning, and retirement income. He is the Chief Financial Planning Nerd at Kitces.com, one of the most widely read industry resources for financial advisors, and serves as Director of Financial Planning Research for Pinnacle Advisory Group, a private wealth management firm overseeing billions of dollars in client assets.
Kitces’s career spans commission-based, fee-based, and fee-only advisory models, giving him a rare, practical perspective on how financial planners operate and evolve. His work focuses on advancing the profession’s body of knowledge and helping advisors navigate an increasingly complex regulatory, tax, and planning landscape.
In addition to his research and writing, Kitces is a prolific speaker and media commentator, regularly featured in The Wall Street Journal, CNBC, The New York Times, Financial Planning, and the Journal of Financial Planning. He is co-author of The Annuity Advisor and a co-founder of several industry platforms, including XY Planning Network, AdvicePay, and FP Pathfinder, all designed to support modern, advice-centric financial planning firms.
Widely recognized for his contributions to the profession, Kitces has received multiple industry honors and has long been active in mentoring the next generation of financial planners through education, community building, and thought leadership.
Contact a speaker booking agent to check availability on Michael Kitces and other top speakers and celebrities.
Michael Kitces Speaking Topics
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Keynote Sessions
- Cutting Edge Tax Planning Developments and Opportunities
- Why Gathering Assets Under Management Allows You to Build the Business Commissions Never Could
- Rethinking Risk Tolerance for Retiring Clients
- Safe Withdrawal Rates: Mechanics, Uses, and Caveats
- Safe Withdrawal Rates & Monte Carlo Analysis: Mechanics, Uses, and Caveats
- Financial Planning Implications of the Alternative Minimum Tax
Michael Kitces Videos
Multigenerational Planning To Serve HNW Clients - Carli Smith | Financial Advisor Success Ep472
Multigenerational planning isn't just about retaining assets after a wealth transfer. When done well, it becomes a powerful way to elevate service,...
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Our experienced booking agents have successfully helped clients around the world secure speakers like Michael Kitces for speaking engagements, personal appearances, product endorsements, or corporate entertainment since 2002. Click the Check Availability button above and complete the form on this page to check availability for Michael Kitces, or call our office at 1.800.698.2536 to discuss your upcoming event. One of our experienced agents will be happy to help you get speaking fee information and check availability for Michael Kitces or any other speaker of your choice. -
What are the speaker fees for Michael Kitces
Speaking fees for Michael Kitces, or any other speakers and celebrities, are determined based on a number of factors and may change without notice. The estimated fees to book Michael Kitces are $10,000 - $20,000 for live events and under $10,000 for virtual events. For the most current speaking fee to hire Michael Kitces, click the Check Availability button above and complete the form on this page, or call our office at 1.800.698.2536 to speak directly with an experienced booking agent. -
What topics does Michael Kitces speak about?
Michael Kitces is a keynote speaker and industry expert whose speaking topics include Business, Business Coaching, Business Leadership, Finance, Professional Development -
Where does Michael Kitces travel from?
Michael Kitces generally travels from Washington, DC, USA, but can be booked for private corporate events, personal appearances, keynote speeches, or other performances. For more details, please contact an AAE Booking agent. -
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Michael Kitces is a keynote speaker and industry expert who speaks on a wide range of topics such as Keynote Sessions. The estimated speaking fee range to book Michael Kitces for your event is $10,000 - $20,000. Michael Kitces generally travels from Washington, DC, USA and can be booked for (private) corporate events, personal appearances, keynote speeches, or other performances. Similar motivational celebrity speakers are Jordan Goodman, Lewis Schiff, David Drucker, Ron Carson and Manisha Thakor. Contact All American Speakers for ratings, reviews, videos and information on scheduling Michael Kitces for an upcoming live or virtual event.
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