Advisor at Koon Financial Planning & Consulting/KFP&C
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
Koon Financial Planning & Consulting/KFP&C
Location
Greenwood, IN 46142
Credentials
CFA®, Series 63
Industry experience
22 years
Based on Koon Financial Planning & Consulting/KFP&C
Based on Koon Financial Planning & Consulting/KFP&C
Fixed annual fee arrangements may be negotiated based on assets, complexity, research, and other factors.
$0 - $1 Million: 1.00% annually Over $1 Million - $2 Million: 0.90% annually Over $2 Million - $5 Million: 0.70% annually Over $5 Million - $10 Million: 0.50% annually Over $10 Million - Negotiated: Negotiated
Hourly fees negotiated at inception of the project or consulting services.
Fee-only: Hourly fees for special projects and consulting, negotiated at inception; fixed fees may also apply and are negotiated.
384 N Madison Ave Ste. 200
Greenwood, IN 46142
Indiana
Koon Financial Planning & Consulting, LLC
2024 - Present (2 years)
Koon Financial Planning & Consulting, LLC
2021 - Present (5 years)
Koon Financial Planning & Consulting, LLC
2010 - 2021 (11 years)
Indiana University
2003 - 2017 (14 years)
Shared Office Leasing
1996 - Present (30 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
Indianapolis, IN
Austin Financial Strategies, Inc.
Series 63, Series 65
Indianapolis, IN
C.R. Retirement Strategies, LLC
CFP®, Series 63
Beech Grove, IN
Henthorn Agency, Inc.
Series 65
Plainfield, IN
SunRift Capital Partners LLC
Series 63, Series 65
Indianapolis, IN
RIM Group
CFA®, Series 63, Series 65
Indianapolis, IN
Swartz Advisory LLC
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