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Kitchensink Financial Planning, LLC

Kitchensink Financial Planning, LLC. CRD 338673

Kitchensink Financial Planning, LLC logo

CRD: 338673

Kitchensink Financial Planning, LLC

$1.0K Total AUM
$1.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
0 yrs Firm Age

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Firm Details

Custodian
Altruist ยท Truist Bank
Clients
Retail
Platforms
Available
Established Date
11-19-2025
Office Locations
1

Office Locations

-- Pensacola FL

About Kitchensink Financial Planning, LLC

KitchenSink Financial Planning, LLC is a Pensacola, FL-based retail advisory firm offering financial planning with estate, tax, and insurance planning support. The firm focuses on portfolio construction, asset allocation, and risk management, using vehicles such as mutual funds and fixed income, with exposure themes that may include annuities and cryptocurrency. The practice is led by Christopher Bryan Kitchens and reports platforms including Altruist and Truist Bank.

Team overview

-- AVG AGE
$1.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
0.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age

Insights

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Asset Classes

Available

Investment Themes

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Investment Vehicles

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Services

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Technology

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Owner & Executives

No owner records available.

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Contacts

C

Christopher Bryan Kitchens

--

CRD
#8159815
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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $1,029 --
Non-Discretionary $0 --
Total $1,029 --

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Public Funds:
Available
Other:
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Cash:
Available
Asset class Assets Assets %
Public Funds Available Available
Other Available Available
Cash Available Available
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