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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 09-19-2024
- Office Locations
- 1
Office Locations
About Kipi Financial Planning LLC
Kipi Financial Planning is a Columbus, OH RIA providing fee-only investment management and holistic planning (tax, retirement, cash-flow, estate). The firm is a fiduciary, does not earn commissions, and offers proactive tax planning in coordination with a client’s CPA (does not prepare returns). Portfolios are built primarily with ETFs and mutual funds. Serves U.S.-based clients nationwide via virtual meetings; no minimums. Custody through Schwab.
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Investment Themes
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Owner & Executives
Jacob Kaniela Kunio Kipi
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #7983099
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,537,151 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,537,151 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,537,151
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,770,283,078 | 40.9% |
| Public Funds | $1,311,481,107 | 30.3% |
| Cash | $1,246,556,300 | 28.8% |
| Total | $4,328,320,485 | 100.0% |