KIPI FINANCIAL PLANNING LLC

Overview

Kipi Financial Planning LLC is an independent registered investment adviser organized as an LLC and focused on serving individual and family clients, with some small-business portfolio management. The firm charges a percentage-of-AUM fee and centers its work on financial planning and discretionary portfolio management. Its public filings show a clear tilt toward equities — particularly exchange-traded securities — as the primary building block for client portfolios, supplemented by mutual funds and select alternative allocations in real estate and digital currency. Kipi operates as a relatively small advisory boutique, delivering customized planning and portfolio oversight rather than institutional or pension consulting services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices