CRD: 126051
Koon Financial Planning & Consulting/Kfp&c
$146.9M Total AUM
$145.2M Disc. AUM
-- 3Y CAGR
2 Employees
163 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Horizon beacon
- Established Date
- 10-17-2003
- Office Locations
- 1
Office Locations
384 N Madison AVE Ste. 200 Greenwood IN
About Koon Financial Planning & Consulting/Kfp&c
Koon Financial Planning & Consulting is a fee-only advisory firm focused on goals-based financial planning, helping clients clarify the purpose behind saving and investing from asset accumulation through wealth distribution. Portfolios are primarily implemented with ETFs, with custody available through Schwab.
Team overview
-- AVG AGE
$146.9M AVG AUM / ADVISOR
$901.3K AVG AUM / CLIENT
9.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Pioneer signal Glacier
Client Personas
Peak
Investment Themes
Unison Timber optima Ridge
Investment Vehicles
Alpha vertex Horizon optima
Platform
Eagle
Services
Value Foundation legacy Unison Focus Ridge eagle
Technology
Vertex
Owner & Executives
Evan Scott Fruits
Advisor, President
- CRD
- #6860061
- Ownership
- 75% or more
(900) 720-3662
foundation.crest@frontiercapital.com
in linkedin.com/in/peak-peak
S
SUSAN ELAINE MITCHELL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(730) 252-9329
harbor.pathway@summitcapital.com
in linkedin.com/in/atlas-quantum
Showing 2 of 2 owners & executives
Unlock allContacts
W
WALTER LEWIS KOON JR.
Investment Advisor
- CRD
- #4649376
(891) 463-2128
insight.value@primecapital.com
in linkedin.com/in/ember-atlas
Showing 1 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,157,204 | $918,716 |
| Non-Discretionary | $1,758,661 | $351,732 |
| Total | $146,915,865 | $901,324 |
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Separately Managed Accounts
Total SMA Asset: $146,915,865
Public Funds:
26.9% Equity - Exchange:
19.5% Cash:
35.4% Municipal Bonds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $973,215,137 | 26.9% |
| Equity - Exchange | $705,490,527 | 19.5% |
| Cash | $1,280,736,648 | 35.4% |
| Municipal Bonds | $658,457,824 | 18.2% |
| Total | $3,617,900,136 | 100.0% |