Kipi Financial Planning LLC
Firm details
- Headquarters
- Columbus, Ohio
- CRD number
- 333112
- Website
- kipifinancialplanning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.06%
- Individuals14.94%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kipi Financial Planning LLC is an independent, individual-owned registered investment adviser that serves individuals and families with fee-based financial planning and portfolio management. The firm charges a percentage-of-AUM fee and focuses on direct client relationships rather than institutional or pension work. Its advisory scope centers on financial planning and managing portfolios for individuals and small businesses. The firm does not identify as an active ESG investor and is not set up as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Equities56%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents4%
Contacts
1 of 1Jacob Kipi
Wealth Advisory AssociateCRD 7983099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Columbus, OH
Franklin
Location
Columbus, OH
Headquartered in Columbus, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 2029 Riverside Dr
- Time zone
- ET (UTC-5)
- Office locations
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