KELLY KLINGAMAN FINANCIAL PLANNING LLC

KELLY KLINGAMAN FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 306286). Regulatory assets under management: $15.8M.

Registration

• CRD: 306286
• Type: Registered investment adviser
• Phone: (512) 222-7982
• Latest filing: 2026-03-08
• Regulatory AUM: $15.8M
• Discretionary AUM: $15.8M
• Clients: 1
• Accounts: 114

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 306286 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search