KEEP IT SIMPLE FINANCIAL PLANNING

Overview

Keep It Simple Financial Planning is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and bills through a mix of percentage-of-AUM, hourly, and fixed fees. Its advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars and workshops. The firm is identified as a capital allocator and does not position itself as an active ESG investor or a multi-state adviser.

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Location & Offices