KL Financial LLC

Overview

KL Financial LLC is a single-owner limited liability company operating as an independent registered investment adviser with a client focus on individuals and families. The firm’s core activities combine accounting work with advisory services centered on financial planning and investor education; it also delivers seminars and workshops. KL Financial charges clients on an hourly basis rather than running a traditional asset-based fee model, and it does not present itself as a capital allocator or pension consultant. The firm is not classified as an active ESG investor and is not registered as a multi-state adviser. It appears structured as a small, locally focused adviser that supplements accounting capabilities with planning and educational services rather than managing a broad investment platform.

Assets & Accounts

Location & Offices