KOON FINANCIAL PLANNING & CONSULTING/KFP&C

Legal name: KOON FINANCIAL PLANNING & CONSULTING, LLC

CRD 126051File 801-132426

APPROVED

Retail clients

Custody

Filing as of Mar 10, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$146.9M

Bottom 25% of cohort (national)

Discretionary AUM

$145.2M

Non-discretionary $1.8M

Clients

163

163 accounts

Employees

Bottom 25% of cohort in IN

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Sep 12, 2025
Principal office: 384 N MADISON AVE STE. 200, GREENWOOD, IN, 46142
Phone: 317-887-1714
Website: https://www.koonfinancial.com; https://www.linkedin.com/company/koon-financial-planning-consulting

Assets & accounts

ADV Item 5F

Total regulatory AUM: $146.9M
Discretionary AUM: $145.2M
Non-discretionary AUM: $1.8M
Discretionary accounts: 158
Non-discretionary accounts: 5
Total accounts: 163
AUM per client: $901K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	10	$8.2M
High net worth individuals	55	$118.6M
Individuals (other than high net worth individuals)	98	$20.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.