Jacob Kipi
Kipi Financial Planning · Columbus, Ohio
Jacob Kipi is a fee-only financial advisor at Kipi Financial Planning in Columbus, Ohio, who holds the CFP credential. Jacob charges a percentage of assets (1% a year on the first tier of assets managed and no asset minimum).
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Facts
| Firm | Kipi Financial Planning |
|---|---|
| Based in | Columbus, Ohio |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed · No asset minimum |
| Works virtually | Yes |
| Assets under management | $5.5M across 37 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in HI, OH · CRD 7983099 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kipifinancialplanning.com |
| Profile |
How Jacob's firm compares
- Kipi Financial Planning's average account is about $150,000, from its Form ADV (assets managed divided by 37 accounts).
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Questions about Jacob
Is Jacob Kipi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jacob holds no broker registration, and Kipi Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jacob charge for financial advice?
Jacob charges a percentage of assets.
How much does Jacob charge?
According to Kipi Financial Planning's website, checked October 30, 2026: 1% a year on the first tier of assets managed; no asset minimum.
Does Jacob work with clients virtually?
Yes. Kipi Financial Planning says on its website that it works with clients remotely.
Where is Jacob Kipi based?
Jacob Kipi is based in Columbus, Ohio.
What credentials does Jacob Kipi hold?
Jacob Kipi holds the CFP credential.
Is Jacob Kipi registered with the SEC?
Yes. Jacob Kipi is registered as an investment adviser representative in HI and OH (CRD 7983099), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kipi Financial Planning manage?
Kipi Financial Planning reports $5.5M across 37 accounts in assets under management.
How do I contact Jacob Kipi?
Through Jacob's website, kipifinancialplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kipi Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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