Firm
Koon Financial Planning & Consulting/kfp&c
Greenwood, Indiana
Fee-only
Koon Financial Planning & Consulting/kfp&c at a glance
- One of 147 fee-only firms based in Indiana in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFA.
- Its Form ADV reports 2 employees and 153 individual clients, 55 of them high net worth.
- Its average account is about $901,000 (assets it manages divided by its 163 accounts).
Fee-only advisors in Indiana · What fee-only advisors charge in Indiana
Facts
| Based in | Greenwood, Indiana |
|---|---|
| Phone | (317) 887-1714 |
Koon Financial Planning & Consulting/kfp&c fees
Koon Financial Planning & Consulting/kfp&c 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 · Fixed fees |
|---|---|
| Assets managed | $147 million |
| Individual clients | 98 |
| High-net-worth clients | 55 |
| Accounts managed | 163 |
| Employees | 2 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-132426) |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 126051 |