# K-12 Planning

K-12 Planning is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** k-12planning.com
- **LinkedIn:** https://www.linkedin.com/company/davidgourleycslp

## Regulatory record

- **CRD number:** 330823
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330823

## About

K-12 Planning provides financial planning for teachers by teachers. David Gourley, a former teacher and financial planner, helps educators simplify their finances, secure their family's future, and achieve their dreams. Services include project-based planning, ongoing financial planning, and student loan consultations.

## People

- David Gourley — former teacher + financial planner

## Questions

### What is the investment mandate of K-12 Planning?

No public investment mandate has been disclosed. The firm's name and limited public footprint suggest its activities center on family education, governance, and succession planning rather than direct or fund-based capital allocation. There are no confirmed portfolio holdings, co-investments, or fund commitments attributable to the office.

## Related profiles

- [KANAE CAPITAL](https://altss.com/profile/kanae-capital)

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Last updated: 2026-08-11T15:07:12.582Z

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