Walter Koon
Koon Financial Planning & Consulting/kfp&c · Greenwood, Indiana
Walter Koon is a fee-only financial advisor at Koon Financial Planning & Consulting/kfp&c in Greenwood, Indiana, who holds the CFA credential. Koon Financial Planning & Consulting/kfp&c reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Koon Financial Planning & Consulting/kfp&c |
|---|---|
| Based in | Greenwood, Indiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $146.9M across 163 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in IN · CRD 4649376 |
| Exams passed | Series 63 (2007) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Walter's firm compares
- Koon Financial Planning & Consulting/kfp&c's average account is about $901,000, from its Form ADV (assets managed divided by 163 accounts).
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Questions about Walter
Is Walter Koon a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and Koon Financial Planning & Consulting/kfp&c reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Walter charge for financial advice?
Walter's firm, Koon Financial Planning & Consulting/kfp&c, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Walter Koon based?
Walter Koon is based in Greenwood, Indiana.
What credentials does Walter Koon hold?
Walter Koon holds the CFA credential.
Is Walter Koon registered with the SEC?
Yes. Walter Koon is registered as an investment adviser representative in IN (CRD 4649376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Koon Financial Planning & Consulting/kfp&c manage?
Koon Financial Planning & Consulting/kfp&c reports $146.9M across 163 accounts in assets under management.
How do I contact Walter Koon?
Contact details aren't on file yet. Search for Koon Financial Planning & Consulting/kfp&c.
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
- 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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