K-12 Planning

Overview

K-12 Planning is a small, independent registered investment adviser serving individual and family clients. The firm centers its advisory work on financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. K-12 Planning leans heavily toward equity investments — particularly exchange-traded securities — and structures client relationships with flexible fee options (percentage of assets under management, hourly fees, and fixed fees). The firm does not present itself as a capital allocator, it is not an active ESG investor, and it is not registered as a multi-state adviser. K-12 Planning’s workflows appear built around direct portfolio management with an educational overlay for clients. Discretionary authority is the dominant operating mode, enabling the firm to implement equity-heavy strategies across client accounts while still offering advisory or planning engagements billed hourly or on a fixed-fee basis.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices