Kis Financial Planning, LLC

Kis Financial Planning, LLC (CRD# 269826) is a financial advisory firm headquartered in , . They manage $587,120 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $53,375
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Kis Financial Planning, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jason J. Hamilton
CRD#: 6573433
Santa Ana, CA
69
Wealthminder
score

Jason Hamilton (CRD# 6573433) is an Investment Advisor Representative working at Kis Financial Planning, LLC in Santa Ana, CA and has over 2 years of experience in the finance industry.

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