# Koon Financial Planning & CONSULTING/KFP&C

> Koon Financial Planning & CONSULTING/KFP&C is an SEC-registered investment advisory firm in Greenwood, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 126051
- Filed as: KOON FINANCIAL PLANNING & CONSULTING/KFP&C
- Legal name: Koon Financial Planning & Consulting, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood, IN
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/126051
- AdvisorCensus page: https://advisorcensus.com/firm/koon-financial-planning-and-consulting-kfp-and-c-greenwood-in-126051

## Quick answers

**How is Koon Financial Planning & CONSULTING/KFP&C compensated?**
On its Form ADV (Item 5.E, October 2026), Koon Financial Planning & CONSULTING/KFP&C reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Koon Financial Planning & CONSULTING/KFP&C located?**
Koon Financial Planning & CONSULTING/KFP&C's principal office is in Greenwood, IN, according to its Form ADV.

**Is Koon Financial Planning & CONSULTING/KFP&C registered with the SEC or a state?**
Koon Financial Planning & CONSULTING/KFP&C is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 126051.

**How much does Koon Financial Planning & CONSULTING/KFP&C manage?**
Koon Financial Planning & CONSULTING/KFP&C reports $146,915,865 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (99% discretionary).

**What types of clients does Koon Financial Planning & CONSULTING/KFP&C serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (55); charitable organizations (10).

**Does Koon Financial Planning & CONSULTING/KFP&C report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/126051

**What changed in Koon Financial Planning & CONSULTING/KFP&C's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $114,507,841 to $146,915,865 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $146,915,865
- Discretionary: $145,157,204
- Non-discretionary: $1,758,661

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $20,101,865 |
| High net worth individuals | 55 | $118,631,000 |
| Charitable organizations | 10 | $8,183,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @evan-fruits-cfp-91297282

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $114,507,841 to $146,915,865 (+28%).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Koon Financial Planning & CONSULTING/KFP&C (CRD 126051): Form ADV filing data as of October 2026.