Michael Kitces

Financial Planner, Commentator, Speaker, Publisher of The Kitces Report and Nerd's Eye View

Travels From Travels From:
Washington, DC, USA
Speaking Fee Speaking Fee:
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Michael Kitces Biography

Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, CWPP™ is director of financial planning for Pinnacle Advisory Group, a private wealth management firm located in Columbia, Maryland that oversees more than $600 million of client assets.

Over the years, Michael has had experience in a traditional commission model, a blended fee-and-commission practice, and currently as the Director of Research. This background has given him a broad perspective on the difficulties that financial planners face, especially the challenge of staying up to date in an ever-more-complex world. His vast experience has made him realize that there was an opportunity to leverage his passion even further to truly advance the financial planning body of knowledge and the quality of the solutions that financial planners deliver to their clients.

Michael is an active speaker, writer and editor and has been featured in publications including Financial Planning, Journal of Financial Planning, Journal of Retirement Planning, Practical Tax Strategies, Leimberg Information Services, as well as The Wall Street Journal, Businessweek, CNBC Powerlunch, NBC Nightly News, and more. In addition, Michael is a co-author with John Olsen of The Annuity Advisor, the first balanced and objective book on annuities written for attorneys, accountants, and financial planners.

Michael was recognized as one of only five financial planning practitioner “Movers & Shakers” for 2006 by Financial Planning magazine, and was recognized as one of 20 “Rising Stars in Wealth Management” by Institutional Investor News for 2007, for his active work in the financial planning community, serving as a member of the editorial review board for the Journal of Financial Planning, a moderator for the discussion boards on financial-planning.com, a commentator on annuity, retirement distribution, and retirement planning issues for Leimberg Information Services, Inc., and for his work as an active member of the Financial Planning Association at the local and national level. Michael also is a co-founder of NexGen, a community of the next generation of financial planners that aims to ensure the transference of wisdom, tradition, and integrity, from the pioneers of financial planning to the next generation of the profession.

Michael Kitces Speaking Topics

  • 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

  • Michael Kitces on Future of Financial Planning in the Digital Age ...
  • Michael Kitces on Safe Withdrawal Rates - YouTube

FAQs on booking Michael Kitces

  • How do I book Michael Kitces to speak at my event?

    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 for live events and 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, Personal Growth.
  • 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.
  • Who is Michael Kitces’s agent?

    AAE Speakers Bureau has successfully booked keynote speakers like Michael Kitces for clients worldwide since 2002. As a full-service speaker booking agency, we have access to virtually any speaker or celebrity in the world. Our agents are happy and able to submit an offer to the speaker or celebrity of your choice, letting you benefit from our reputation and long-standing relationships in the industry. Please click the Check Availability button above and complete the form on this page including the details of your event, or call our office at 1.800.698.2536, and one of our agents will assist you to book Michael Kitces for your next private or corporate function.
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    AAE Speakers Bureau is a full-service speaker booking agency, meaning we can completely manage the speaker’s or celebrity’s engagement with your organization from the time of booking your speaker through the event’s completion. We provide all of the services you need to host Michael Kitces or any other speaker of your choice, including offer negotiation, contractual assistance, accounting and billing, and event speaker travel and logistics services. When you book a speaker with us, we manage the process of hosting a speaker for you as an extension of your team. Our goal is to give our clients peace of mind and a best-in-class service experience when booking a speaker with us.
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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 Manisha Thakor, Jordan Goodman, Lewis Schiff, David Drucker and Terry Savage. 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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