Overview

Kokopelli Financial Management

Information by Research TrustFinance

https://www.kokopellifm.com/

Founded in 2005, Kokopelli Financial Management, Inc. is a Registered Investment Adviser (RIA) firm that provides comprehensive, fee-only financial planning and investment management services. The company's mission is to offer holistic and objective financial guidance to individuals, families, and small business owners. By operating on a fee-only basis, they avoid commissions on product sales, ensuring their advice is aligned solely with their clients' best interests.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service