Kelly Klingaman, CFP, RLP, founded her own fee-only RIA in Austin, Texas, serving professional women and dual-career couples, often in finance, engineering, and tech or receiving equity compensation. She provides ongoing financial planning and investment management on a fee-only basis, with no commissions. Before launching her firm, she spent nearly 12 years at a large asset manager, most recently as a regional director. As a Registered Life Planner, she connects financial decisions to what clients want their lives to look like. Klingaman serves clients virtually across the country and is active in organizations supporting women in finance. Her practice focuses on early-to-mid-career households building wealth with clarity and intention.
Fee-Only