Keep It Simple Financial Planning

Overview

Keep It Simple Financial Planning is an independent RIA organized as an LLC and owned by an individual. The firm serves primarily individual and family clients, acting as a capital allocator that constructs and manages portfolios as well as selecting third‑party managers when appropriate. Their fee arrangements include a percentage of AUM, hourly charges, and fixed fees. Core advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. The firm does not position itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices