Jacob Kipi is a CFP-designated registered investment advisor at Kipi Financial Planning LLC, based in Columbus, OH, with 1 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $5.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K+ | 0.50% |
Fees are generally negotiable. The advisory fee is calculated using the value of the assets in the Account on the last business day of the prior billing period.
Fee Estimator
Location
2029 Riverside Drive, Suite 106, Columbus, OH, 43221
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Jacob is a CPA and completes approximately ten tax returns each year for friends and family. He will not offer these services to KFP clients, dedicating minimal time to this activity.
Employment History
Current Registrations
Kipi Financial Planning LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.