Kitchensink Financial Planning, LLC
RIAState Registered
Total AUM
$1K
Discretionary
$1K
100% of AUM
Avg account
$1K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 338673
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kitchensink Financial Planning, LLC is a small, unclassified RIA organized as a limited liability company and owned by an individual. The firm offers financial planning and portfolio management for individuals and small businesses and bills clients via a mix of percentage-of-AUM fees, hourly charges, and fixed fees. Kitchensink does not identify as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser or pension consultant. The firm lists an industry affiliation with an accountant.
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
- Public Funds/Mutual Funds89%
- Other10%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations