K-12 Planning
Firm details
- Headquarters
- ,
- CRD number
- 330823
- Website
- www.k-12planning.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals53.43%
- HNWI46.57%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
K-12 Planning LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. Its compensation mix includes percentage-of-AUM fees alongside hourly and fixed-fee engagements. K-12 Planning does not position itself as a capital allocator to third-party private funds, does not identify as an active ESG investor, and is not described as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities77%
- Public Funds/Mutual Funds14%
- Cash & Cash Equivalents9%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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Location
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Headquartered in , null.
- Office locations