Koon Financial Planning & Consulting/KFP&C
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$146,915,865
Total clients
153
36% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
77
Average account size
$960,234
About
Koon Financial Planning & Consulting serves individuals, trusts, estates and small charitable foundations by providing comprehensive financial planning and investment management. Services include modular or full financial plans, investment supervisory services, selection and oversight of separate account managers, and implementation advice for plan recommendations.
The firm’s investment process is guided primarily by top‑down asset allocation, constructing a diversified core portfolio supplemented by opportunistic or defensive satellite positions and using a mix of fundamental analysis with technical inputs. Accounts are managed on both discretionary and non‑discretionary bases, with regular monitoring and the ability for clients to impose investment restrictions (including social preferences) that the firm seeks to accommodate while coordinating with other professional advisors.
Distinctive features include managing roughly $147 million with a two‑advisor team and a recent transition to SEC registration after growth in assets under management, an ownership succession that retained the founder’s investment oversight, and an advisory team that includes a CFP designee alongside a long‑tenured investment officer. The firm also discloses it does not accept performance fees or soft‑dollar arrangements, does not vote client proxies, and explicitly offers services to small charitable foundations and separate account manager selection, which differentiate it from many similarly sized peers.
Client services
Expertise
Fee options
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.
Main office location
Koon Financial Planning & Consulting/KFP&C
384 N Madison Ave Ste. 200
Greenwood IN 46142, United States
Number of offices
2
Most active in
Indiana
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")