KPC Financial Solutions, LLC

Overview

KPC Financial Solutions, LLC is an independent, Texas-registered wealth advisory firm operating as an LLC and owned by an individual principal. The firm focuses on fee-based relationships (percentage of AUM) with individual and family clients and provides financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker and lists an affiliation with accounting professionals. KPC indicates no emphasis on ESG investing and is not positioned as a multi-state or institutional pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices