Overview
Assets Under Management: $147 million
Headquarters: GREENWOOD, IN
High-Net-Worth Clients: 55
Average Client Assets: $2.2 million
Frequently Asked Questions
KOON FINANCIAL PLANNING & CONSULTING/KFP&C is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #126051), KOON FINANCIAL PLANNING & CONSULTING/KFP&C is subject to fiduciary duty under federal law.
KOON FINANCIAL PLANNING & CONSULTING/KFP&C is headquartered in GREENWOOD, IN.
KOON FINANCIAL PLANNING & CONSULTING/KFP&C serves 55 high-net-worth clients according to their SEC filing dated March 10, 2026. View client details ↓
According to their SEC Form ADV, KOON FINANCIAL PLANNING & CONSULTING/KFP&C offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KOON FINANCIAL PLANNING & CONSULTING/KFP&C manages $147 million in client assets according to their SEC filing dated March 10, 2026.
According to their SEC Form ADV, KOON FINANCIAL PLANNING & CONSULTING/KFP&C serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 55
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.75%
Average Client Assets: $2.2 million
Total Client Accounts: 163
Discretionary Accounts: 158
Non-Discretionary Accounts: 5
Regulatory Filings
CRD Number: 126051
Filing ID: 2062414
Last Filing Date: 2026-03-10 15:42:53