# Kipi Financial Planning LLC

> Kipi Financial Planning LLC is a state-registered investment advisory firm in Columbus, OH, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 333112
- Filed as: KIPI FINANCIAL PLANNING LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/333112
- AdvisorCensus page: https://advisorcensus.com/firm/kipi-financial-planning-llc-columbus-oh-333112

## Quick answers

**How is Kipi Financial Planning LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kipi Financial Planning LLC reports these compensation arrangements: a percentage of assets under its management.

**Where is Kipi Financial Planning LLC located?**
Kipi Financial Planning LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Kipi Financial Planning LLC registered with the SEC or a state?**
Kipi Financial Planning LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 333112.

**How much does Kipi Financial Planning LLC manage?**
Kipi Financial Planning LLC reports $5,537,151 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**What types of clients does Kipi Financial Planning LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (15); high net worth individuals (3).

**Does Kipi Financial Planning LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/333112

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $5,537,151
- Discretionary: $5,537,151
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $827,486 |
| High net worth individuals | 3 | $4,709,665 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: HI, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kipifinancialplanning.com
- Instagram @kipifinancialplanning
- LinkedIn @kipifinancialplanning
- YouTube @UCaZeUDiDIwcmUnOgMrBRMRQ

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kipi Financial Planning LLC (CRD 333112): Form ADV filing data as of October 2026.