Kelly Klingaman Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kelly Klingaman Financial Planning LLC is a state-registered, fee-only independent advisory firm that serves individuals and families with ongoing financial planning and discretionary investment management. The firm manages roughly $15.8 million on behalf of about two dozen clients and provides comprehensive planning across retirement, tax, estate, business, and real estate matters.
The firm’s investment approach is academically informed and favors a passive, index-oriented, systematic framework implemented through firm model portfolios using mutual funds and ETFs, with periodic rebalancing and tax-loss harvesting where appropriate. Services are delivered as a continuous planning engagement under a flat annual subscription-style arrangement (billed periodically in advance), which integrates written planning reports, implementation support, and regular client access.
What distinguishes the firm from many solo independent advisers is its subscription-style annual advisory model combined with discretionary management and its offering of educational seminars and webinars on topics such as equity compensation, employee benefits, and investing basics (seminars may be fee-based or provided pro bono). The firm also emphasizes planning for clients with complexity—such as equity compensation, investment property, or business interests—and draws on institutional asset-management experience and CFP-level planning standards in its process.
Client services
Expertise
Fee options
$0 - $1,000,000: Included with Annual Advisory Service Fee $1,000,001 - $5,000,000: 0.50% Above $5,000,000+: 0.25%
$375.00 per hour, billed in 15-minute increments, minimum 2 hours
Minimum fee: Starting at $8,550 for individuals and $9,750 for couples Fee-only: KKFP is a fee-only firm compensated solely by professional fees directly from clients, no commissions or third-party compensation
Main office
Austin TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")