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Kelly Klingaman Financial Planning LLC
Kelly Klingaman Financial Planning LLC is an RIA providing comprehensive financial planning services for high-net-worth individuals.
Kelly Klingaman Financial Planning LLC
Kelly Klingaman established the firm as an RIA, indicating a fiduciary commitment to client interests. Wealth origin is not publicly disclosed, but the client base suggests accumulated savings from professional careers or business ownership. The firm delivers financial planning services including retirement income modeling, tax optimization, and estate transfer strategies. It does not operate as an investment manager with a public portfolio, but rather advises clients on allocation and product selection. No specific portfolio companies or deals are associated with the firm. Team size and total assets under management are not publicly available, and no additional offices or affiliated vehicles have been identified. There is no known recent operational event in the last 24 months that informs current posture. The structural differentiator is the firm's exclusive focus on financial planning as a standalone service, distinct from asset managers that bundle planning with product distribution. This model aligns compensation with advice rather than assets under management.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
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Country
—
City
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Corporate office
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Principals
Kelly Klingaman
Founder
Sector focus
Frequently asked questions
Who controls investment decisions at Kelly Klingaman Financial Planning?
Kelly Klingaman, as founder and likely principal advisor, guides client investment decisions through a fiduciary planning process. The firm does not appear to manage discretionary assets but rather recommends allocations via third-party custodians or products.
What types of clients does the firm serve?
The firm focuses on high-net-worth individuals and families seeking holistic financial planning. Client profiles likely include retirees, business owners, and professionals requiring retirement income, tax, and estate planning.
Does Kelly Klingaman Financial Planning manage assets directly?
Based on the firm name and typical RIA structure, it likely provides advisory services on assets held at external custodians. It does not appear to operate pooled funds or direct investment vehicles.
How is the firm compensated?
RIAs typically charge a percentage of assets under management or flat planning fees. Without public disclosure, the exact fee structure is unknown, but fiduciary duty requires alignment with client interests.
What is the firm's geographic focus?
Headquarters location is not publicly specified, but the firm name suggests a domestic US operation. It likely serves clients remotely or within a regional market.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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