Firm
Kipi Financial Planning
Columbus, Ohio
Fee-only
Kipi Financial Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 18 individual clients, 3 of them high net worth.
- Its average account is about $150,000 (assets it manages divided by its 37 accounts).
- It works with clients virtually as well as in person.
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Columbus, Ohio |
|---|---|
| Website | kipifinancialplanning.com |
| Phone | (614) 401-6444 |
Kipi Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"1% on the first $500,000" source
"We do not have a minimum asset requirement." source
"We charge a fee that’s a percentage of the value of the investments we manage for you." 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 |
|---|---|
| Assets managed | $6 million |
| Individual clients | 15 |
| High-net-worth clients | 3 |
| Accounts managed | 37 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 15, 2026 |
| SEC record | CRD 333112 |