Advisor at First Pitch Planning and Tax LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
First Pitch Planning and Tax LLC
Location
Roswell, GA
Credentials
CFP®
Industry experience
4 years
Phillip Kleiber is a CFP® professional and founder of First Pitch Planning and Tax LLC, with four years of experience in financial advising. Prior to establishing his firm, he worked for The Coca-Cola Company for 27 years and was involved in CFP education and tax-related volunteer roles. First Pitch Planning and Tax LLC is a single-advisor independent firm that offers financial planning, tax planning, and coaching primarily to younger and lower-to-medium net worth individuals. The firm focuses on teaching clients to become self-directed investors and integrates tax considerations into its planning process, delivering advice through fee-based, hourly, and subscription models without taking custody of assets or selling commissioned products.
Based on First Pitch Planning and Tax LLC
Full financial plans at $1,200; focused and mini-plans for $450 or less; monthly subscription plans available
$100 per hour for mini-plans, focused plans, and special circumstances
Fee-only: Full financial plans priced at $1,200; monthly subscription plans available; focused or mini-plans for $450 or less; hourly fee of $100 per hour
Roswell, GA
Georgia
First Pitch Planning and Tax LLC
2019 - Present (7 years)
CFP Education and Exam/ VITA Vol/Taxpayer Advocate Panel Vol
2017 - 2019 (2 years)
The Coca-Cola Company
1990 - 2017 (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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