Kelly Klingaman Financial Planning LLC

Overview

Kelly Klingaman Financial Planning LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm provides comprehensive financial planning and discretionary portfolio management tailored to households and small-business owners, plus educational seminars and workshops. Kelly Klingaman is the named owner and primary adviser, and the practice charges a mix of fee structures — percentage of AUM, hourly, subscription and fixed fees — to match different client needs. Investment activity centers on pooled public funds and mutual funds as the core building blocks of client portfolios, with a modest allocation to third-party real-estate strategies for diversification. The firm does not position itself as an ESG-focused manager and operates as a single-state adviser rather than a multi-state or large regional RIA. Service delivery appears focused on a personalized, advice-first model rather than large-scale institutional solutions.

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Location & Offices