# Kelly Klingaman

> Kelly Klingaman is a fee-only financial advisor at Kelly Klingaman Financial Planning in Austin, Texas, who holds the CFP and RLP credentials. Kelly charges an ongoing planning fee and a flat fee or retainer (ongoing planning from $8,550 a year and no asset minimum) and focuses on equity compensation, tax planning and retirement planning.

Page: https://find.wellspent.co/advisors/kelly-klingaman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Kelly Klingaman Financial Planning
- **Based in:** Austin, Texas
- **Fee model:** Ongoing planning fee; Flat fee or retainer
- **Fees (firm's website):** ongoing planning from $8,550 a year; no asset minimum
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.8M across 114 accounts
- **Credentials:** CFP, RLP
- **Specialties:** Equity compensation, Tax planning, Retirement planning
- **Works with:** High earners, Tech employees, Early-career professionals
- **CRD:** 5983833 (https://adviserinfo.sec.gov/individual/summary/5983833)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (2015)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://kkfp.co

## Frequently asked questions

### Is Kelly Klingaman a fee-only financial advisor?

Yes. Kelly Klingaman is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelly's firm.

### How does Kelly charge for financial advice?

Kelly charges an ongoing planning fee and a flat fee or retainer.

### How much does Kelly charge?

According to Kelly Klingaman Financial Planning's website, checked October 28, 2026: ongoing planning from $8,550 a year; no asset minimum.

### Where is Kelly Klingaman based?

Kelly Klingaman is based in Austin, Texas.

### What does Kelly specialize in?

Kelly's specialties include equity compensation, tax planning and retirement planning. Kelly works with high earners, tech employees and early-career professionals.

### What credentials does Kelly Klingaman hold?

Kelly Klingaman holds the CFP and RLP credentials.

### Is Kelly Klingaman registered with the SEC?

Yes. Kelly Klingaman is registered as an investment adviser representative in TX (CRD 5983833), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kelly Klingaman Financial Planning manage?

Kelly Klingaman Financial Planning reports $15.8M across 114 accounts in assets under management.

### How do I contact Kelly Klingaman?

Through Kelly's website, kkfp.co.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/47724): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.kkfp.co/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.