A complete list of active advisors currently associated with Kelly Klingaman Financial Planning LLC

Warmer can help you find a great advisor at Kelly Klingaman Financial Planning LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kelly Klingaman Financial Planning LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.