Firm
Kelly Klingaman Financial Planning
Austin, Texas
Fee-only
Kelly Klingaman Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 26 individual clients.
- Its average account is about $139,000 (assets it manages divided by its 114 accounts).
- Its ongoing planning fee starts at $8,550 a year, above the Texas median of $3,000.
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Austin, Texas |
|---|---|
| Website | kkfp.co |
| [email protected] | |
| Phone | (281) 814-7629 |
Kelly Klingaman Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $8,550 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee · Flat fee |
In the firm's words
"we have a minimum annual fee starting at $8,550 for individuals and $9,750 for couples" source
"While we don’t have any account minimums" source
"we have a minimum annual fee starting at $8,550 for individuals and $9,750 for couples" source
"Fees are paid quarterly, and every 12 months, we will review your financial situation and adjust this fee if necessary." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Subscription · Fixed fees |
|---|---|
| Assets managed | $16 million |
| Individual clients | 26 |
| Accounts managed | 114 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 8, 2026 |
| SEC record | CRD 306286 |