Kip Adams

Kip Adams is a seasoned advisor who leads the HUB Retirement and Wealth Management practice in Fort Worth, Texas. With a remarkable career spanning over 26 years, Kip has exclusively dedicated himself to the field of qualified retirement plans, making him a seasoned authority in the industry.

Kip’s professional journey began with a strong foundation in public accounting, amassing a decade of experience before venturing into the specialized realm of qualified retirement plans. During his career, he held a pivotal role as the director of the retirement plan group for the Dallas office of a global accounting firm, further honing his expertise.

Education played a crucial role in Kip’s development, as he earned a Bachelor of Arts in Economics from the University of Texas in Austin and a Master of Science in Taxation from the University of North Texas. These qualifications provide him with a solid foundation for assisting businesses in various aspects of retirement plans, including plan design, addressing merger/acquisition considerations, ensuring fiduciary compliance, conducting investment reviews, and selecting suitable vendors. Kip’s deep knowledge of corporate retirement plans offers plan sponsors an experienced perspective and valuable guidance.

Kip’s professional credentials are a testament to his commitment to excellence. He holds FINRA Series 7, 63, and 65 licenses.* In addition, he holds Group I licenses for Life, Accident, and Health, as well as a Property & Casualty license, further enhancing his ability to provide comprehensive services in the financial and insurance sectors.

*Series 7 and 63 securities registrations held through LPL Financial. Series 65 held through Global Retirement Partners, LLC.