KOON FINANCIAL PLANNING & CONSULTING, LLC

Doing business as KOON FINANCIAL PLANNING & CONSULTING/KFP&C. SEC Form ADV profile.

Total regulatory AUM

$146,915,865

Discretionary

$145,157,204

Non-discretionary

$1,758,661

Firm details

CRD number: 126051
SEC file number: 801-132426
Main office: GREENWOOD, IN, United States
Employees: 2
SEC status: Approved
Website: https://www.koonfinancial.com; https://www.linkedin.com/company/koon-financial-planning-consulting
Fee structure: Percentage of AUM Hourly Fixed fees

As of November 2026.