KitchenSink Financial Planning is a registered investment advisor founded in April 2025 and based in Pensacola, Florida. The firm provides personalized investment management, comprehensive financial planning, project-based planning, hourly consulting, and estate planning support through third-party partnerships. KitchenSink Financial Planning focuses on building tailored investment portfolios using fundamental analysis, broad diversification, low-cost exchange-traded funds and mutual funds, and disciplined rebalancing. Additionally, through common ownership with KitchenSink Tax Services, the firm includes personal tax return preparation at no additional cost for clients engaging in ongoing comprehensive financial planning or investment management services. KitchenSink Financial Planning serves individuals, families, closely-held businesses, and non-profit organizations with no minimum account size or net worth requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Accounts with $300,000 or less are subject to a $3,000 minimum annual fee.