KIPI Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kipi Financial Planning is an independent registered investment adviser that provides ongoing discretionary portfolio management and comprehensive financial planning to individual and high‑net‑worth clients. The firm combines investment management and financial planning into a single advisory relationship and manages roughly $5.54 million for a small client roster.
The firm documents client objectives in individualized Investment Policy Statements and employs a wide set of analytical techniques — including fundamental, quantitative, technical/charting, cyclical, and modern portfolio theory — to construct portfolios across mutual funds, ETFs (including precious‑metal and crypto ETPs), equities, fixed income, REITs and commodities. Investment approaches include long‑term trading and options strategies (including covered and uncovered positions); the adviser operates with discretionary trading authority and performs at least monthly account reviews.
Noteworthy operational features disclosed in the brochure include acceptance of soft‑dollar research benefits, a requirement that client accounts be custodied at Schwab Institutional, and a practice of not aggregating (block) trades for multiple clients, all of which can affect trade execution and access to research relative to peers. The firm was formed in 2024, does not utilize third‑party sub‑advisers, and the principal holds a CPA credential and performs limited unrelated tax work outside the advisory business (tax services are not offered through the firm).
Client services
Expertise
Fee options
$0 - $500,000: 1.00% $500,001+: 0.50%
Main office
2029 Riverside Drive, Suite 106
Columbus OH 43221
Advisors at this office
1
Most active in
Hawaii · Ohio
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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