Kelly Klingaman Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,825,636
Clients
26
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
26
TypicalAverage account size
$608,678
About
Kelly Klingaman Financial Planning LLC is a state-registered, fee-only independent advisory firm that serves individuals and families with ongoing financial planning and discretionary investment management. The firm manages roughly $15.8 million on behalf of about two dozen clients and provides comprehensive planning across retirement, tax, estate, business, and real estate matters.
The firm’s investment approach is academically informed and favors a passive, index-oriented, systematic framework implemented through firm model portfolios using mutual funds and ETFs, with periodic rebalancing and tax-loss harvesting where appropriate. Services are delivered as a continuous planning engagement under a flat annual subscription-style arrangement (billed periodically in advance), which integrates written planning reports, implementation support, and regular client access.
What distinguishes the firm from many solo independent advisers is its subscription-style annual advisory model combined with discretionary management and its offering of educational seminars and webinars on topics such as equity compensation, employee benefits, and investing basics (seminars may be fee-based or provided pro bono). The firm also emphasizes planning for clients with complexity—such as equity compensation, investment property, or business interests—and draws on institutional asset-management experience and CFP-level planning standards in its process.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Tax-loss harvesting
Retirement withdrawal strategies
Business sale tax planning
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$0 - $1,000,000: Included with Annual Advisory Service Fee $1,000,001 - $5,000,000: 0.50% Above $5,000,000+: 0.25%
$375.00 per hour, billed in 15-minute increments, minimum 2 hours
Minimum fee: Starting at $8,550 for individuals and $9,750 for couples Fee-only: KKFP is a fee-only firm compensated solely by professional fees directly from clients, no commissions or third-party compensation
Main office location
Kelly Klingaman Financial Planning LLC
Austin TX, United States
Number of offices
1
Most active in
Kelly Klingaman Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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