PK
CFP
PK
CFP
Phillip Kleiber is a CFP-designated registered investment advisor at First Pitch Planning and Tax LLC, based in Roswell, GA, with 4 years of industry experience. Phillip operates on a fee-only basis, meaning they do not earn commissions from product sales.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
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Location
Roswell, GA
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Current Registrations
First Pitch Planning and Tax LLC
June 2021 - Present · 4 yrs 11 mos
State Registrations1 state
GA
Advisor
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Exams
No exam information available for this advisor.