KF
Koon Financial Planning & Consulting, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 126051
· SEC file 801-132426
· Greenwood, IN
·
☆ Save with Pro
ADV data as of Mar 10, 2026
- Regulatory AUM
- $147M
- Discretionary
- $145M
- Clients
- 163
- Avg AUM / client
- $901K
- Accounts
- 163
- Employees
- 2
AUM over time
$115M
$147M
Mar 17, 2025
Mar 10, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 98 | $20.1M | 13.7% |
| High net worth individuals | 55 | $119M | 80.7% |
| Charitable organizations | 10 | $8.2M | 5.57% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Walter Lewis Koon | Registered representative | CFA | Jul 2010 (16y) | |
| Evan Scott Fruits | Registered representative | Nov 2017 (9y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/10/2026 | 913 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.
View current Form ADV (SEC/IAPD) ↗