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KITCHENSINK FINANCIAL PLANNING, LLC
Kitchensink Financial Planning, LLC is an SEC-registered investment adviser. The firm manages approximately $1,029 in regulatory assets. It has 1 employee and...
KITCHENSINK FINANCIAL PLANNING, LLC
Kitchensink Financial Planning, LLC is an SEC-registered investment adviser. The firm manages approximately $1,029 in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
What services does KITCHENSINK FINANCIAL PLANNING, LLC offer?
The firm provides financial planning services, likely including investment management, retirement planning, tax strategy, estate planning, and cash-flow analysis, consistent with its RIA registration and branding.
Is KITCHENSINK FINANCIAL PLANNING, LLC a single-family office or investment firm?
The firm is registered as a limited liability company operating as an RIA, not a single-family office. It serves multiple clients and does not appear to manage capital for a single wealthy family.
What is the firm's investment approach?
KITCHENSINK FINANCIAL PLANNING, LLC uses a diversified portfolio approach employing traditional asset classes such as ETFs, mutual funds, and individual bonds/stocks. No alternative investment or direct private market exposure has been disclosed.
Who owns KITCHENSINK FINANCIAL PLANNING, LLC?
No ownership details are publicly available. The firm's principals or parent entity have not been identified through regulatory filings or official communications.
Does KITCHENSINK FINANCIAL PLANNING, LLC work with institutional investors?
No evidence of institutional client relationships exists. The firm likely serves high-net-worth individuals and families, given its RIA structure and financial planning focus.
Where is KITCHENSINK FINANCIAL PLANNING, LLC headquartered?
The firm's physical headquarters address is not publicly available. It operates within the United States.
What type of compensation model does KITCHENSINK FINANCIAL PLANNING, LLC use?
As an RIA, the firm is required to act as a fiduciary and likely charges fees based on assets under management or flat financial planning fees, consistent with typical fee-only advisory models.
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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