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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- FocusOak horizon +more
- Established Date
- 06-11-2024
- Office Locations
- 1
Office Locations
About K-12 Planning
K-12 Planning is a Kansas City-based RIA founded by former teacher and planner David Gourley, focused on helping K-12 educators simplify finances and plan for long-term goals. The firm offers project-based engagements and ongoing financial planning, including student loan consultations and tax-focused planning/projections. Portfolios emphasize active asset allocation and risk management using public funds such as mutual funds and ETFs, supported by custodians including Altruist.
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Owner & Executives
DAVID RYAN GOURLEY
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #7341867
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,543,476 | -- |
| Non-Discretionary | $491,854 | -- |
| Total | $6,035,330 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,035,330
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,677,713,513 | 54.1% |
| Public Funds | $350,428,146 | 11.3% |
| Cash | $1,072,992,377 | 34.6% |
| Total | $3,101,134,036 | 100.0% |