FAQs
Who is KDI Wealth Management?
KDI Wealth Management is an Arizona based financial services / wealth management firm founded in 2005. The firm focuses on personalized, peer to peer advising designed to help clients pursue their financial goals and plan for their future.
What services does KDI Wealth Management provide?
KDI offers a full suite of financial planning and advisory services, including:
- Collaborative Financial Planning
- Retirement Income Strategy
- Estate & Legacy Planning
- Certified Business Exit Planning
- Tax Planning
- Cash Flow Management.
- Risk Management & Insurance Guidance
- Wealth & Retirement Planning
- Estate & Legacy Planning
- Cash Flow Management.
- Risk Management & Insurance Guidance
- Business Retirement Solutions
- Succession, ESOP & Business Exit Planning
These services are designed to simplify financial decision making and support long term client success.
Where is KDI Wealth Management located?
KDI has three locations, one near you:
Scottdale, Arizona - 8901 E. Pima Center Parkway, Suite 205, Scottsdale, AZ 85258
Payson, Arizona - 630 E Highway 260, Payson, AZ 85541
Tucson, Arizona - 1627 N. Swan Rd., Suite 125
Tucson, AZ 85712
What are your office hours?
KDI Wealth Management is open Monday through Friday, generally from 8:00 AM to 3:00 PM. Hours may vary by location, so clients are encouraged to check the “contact us” link on our website: kdiwealth.com for specific location hours.
Is KDI Wealth Management affiliated with any larger organizations?
Yes. In 2024, KDI Wealth Management became part of Bluespring Wealth Partners, while maintaining business autonomy. This partnership provides the firm with enhanced resources and operational support.
KDI is also affiliated with Kestra Investment Services and Kestra Advisory Services for securities and advisory offerings.
Is KDI Wealth Management BBB accredited?
KDI Wealth Management currently holds an A+ rating from the Better Business Bureau, though it is not BBB accredited.
What is KDI’s approach to client service?
KDI emphasizes personalized, peer to peer advising, focusing on long term relationships, clarity, trust, and helping clients understand their financial options. The firm’s philosophy is wealth management through a process-driven approach that provides financial clarity to business professionals and women inclusive households to achieve their financial goals. Guided by our core value of loving people, we foster a culture where our team thrives in their unique abilities. With a clear focus, we deliver excellence and heartfelt service. KDI aims to make wealth management feel “effortless” for clients.
How do I contact KDI Wealth Management?
You can reach KDI at (877) 474-4350 or through the company website at:
kdiwealth.com
What type of clients does KDI typically serve?
KDI works with high-net-worth individuals, families, women-inclusive households and business owners seeking tailored financial planning, investment guidance, and long term wealth strategies. The firm’s approach is designed for clients who value personalized attention and clear financial direction. KDI has been a Women’s Choice Award recipient for 12 years, consecutively
What recent updates or news should clients know about KDI?
In 2024, KDI was acquired by Bluespring Wealth Partners, a move designed to expand capabilities and enhance client service while preserving KDI’s established advisory approach. [bluespringwealth.com]
What is KDI’s Fee?
We believe great relationships begin with clarity. KDI is compensated through a transparent, blended advisory fee based on assets under management. The fee is tiered and declines as assets increase, ensuring that as your wealth grows, your effective rate decreases.
Our advisory relationship extends well beyond portfolio oversight. It includes comprehensive financial planning, tax coordination with your CPA, estate strategy in collaboration with your attorney, risk management review, and ongoing wealth stewardship. We are structured to serve as a long-term partner in your financial life.
For select engagements, particularly complex planning projects, we may structure a separate planning fee based on scope.
What is the minimum investment to qualify for KDI’s services?
We typically work with households who have $5 million or more in investable assets. That said, we view wealth as more than a number. Many of our clients are business owners, executives, and multi-generational families whose needs require thoughtful coordination across investments, tax planning, estate structures, and legacy considerations.
In certain cases, we also advise family members or next-generation clients connected to existing relationships, particularly when part of a broader family wealth strategy. Our focus is not on asset thresholds; it is on meaningful relationships and delivering enduring value.
Does KDI Work with Cryptocurrency / Bitcoin?
For clients interested in digital assets or other emerging areas, exposure — if suitable — is accessed exclusively through federally registered investment vehicles or regulated platforms that meet our due diligence, custody, and compliance standards. We do not directly custody or speculate in unregulated markets. Any allocation to alternatives is considered within the context of liquidity needs, tax sensitivity, long-term objectives, and overall risk alignment.
Our role is not to chase trends, but to evaluate opportunities through a disciplined, strategic lens, always with your broader wealth plan at the center.