RIA Intel›Advisers›California›KIS FINANCIAL PLANNING, LLC

KIS FINANCIAL PLANNING, LLC

Advisory

ORANGE, CA

Data as of Aug 10, 2026 · Source: SEC Form ADV

Rank in CA
#3,111
of 5,480 advisers by AUM
Average account
$255K
across 279 accounts
AUM per adviser
$71M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 10, 2026.

Total AUM
$71M
Discretionary %
100%
Clients
92
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients92
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, CO, FL, NY, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

HOMEWOOD CAPITAL MANAGEMENT, INC.
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$71M
+5.5% 1Y
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$71M
CSJ WEALTH MANAGEMENT, LLC
$71M
PHINGERS AND TOZE INVESTMENTS, LLC
$71M
MARKETFORCE, LLC
$71M
ANDREWS CAPITAL MANAGEMENT INC
CORONADO, CA
$71M
-3.9% 1Y

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