Kelly Klingaman
Kelly Klingaman Financial Planning · Austin, Texas
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.
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Specialties
Who they serve
- High earners
- Tech employees
- Early-career professionals
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 |
| Assets under management | $15.8M across 114 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in TX · CRD 5983833 |
| Exams passed | Series 63 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kkfp.co |
| Profile |
How Kelly's firm compares
- Ongoing planning starts at $8,550 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- Kelly Klingaman Financial Planning's average account is about $139,000, from its Form ADV (assets managed divided by 114 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Kelly Klingaman Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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