Firm
Kipling &
Sandia Park, New Mexico
Fee-only
Kipling & at a glance
- One of 29 fee-only firms based in New Mexico in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 22 individual clients.
- Its average account is about $131,000 (assets it manages divided by its 45 accounts).
Facts
| Based in | Sandia Park, New Mexico |
|---|---|
| Phone | (406) 552-8944 |
Kipling & fees
Kipling & doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $6 million |
| Individual clients | 22 |
| Accounts managed | 45 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | April 9, 2026 |
| SEC record | CRD 277115 |