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KEEP IT SIMPLE FINANCIAL PLANNING
KIS FINANCIAL PLANNING, LLC
CRD 269826
134 S. GLASSELL ST., SUITE E, ORANGE, CA, 92866, United States
Phone
(877) 673-8473
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$71.2M
Discretionary AUM
$71.2M
Team
2 total employees; 1 advisory reps; 16 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $43.0M |
| High net worth individuals | 19 | $28.2M |
All web addresses on file
Official SEC filing: View on IAPD