KOON FINANCIAL PLANNING & CONSULTING/KFP&C

Overview

Koon Financial Planning & Consulting (Kfp&C) is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and identifies as a capital allocator serving both individual/family and institutional clients. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of outside advisers. Kfp&C offers multiple billing arrangements—percentage of AUM, hourly charges, and fixed fees—allowing flexibility across client types and engagement styles. The firm does not identify as an active ESG investor, is not a multistate adviser, and does not list pension consulting or related-adviser services in its filing.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices