Keep It Simple Financial Planning

Overview

Keep It Simple Financial Planning is an independent RIA organized as a limited liability company and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, selecting outside managers as part of its advisory approach. Fee arrangements include a percentage of assets under management alongside hourly and fixed-fee options. Core advisory activities reported include financial planning, portfolio management for individuals and small businesses, pension-consulting work, selection of other advisers, and educational seminars and workshops. The firm does not identify as an active ESG investor and is not designated as a multi-state adviser.

Assets & Accounts

Investments & Alternatives