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They include 102 individual clients, 65 high-net-worth individuals, and 7 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Krane Financial Solutions offer?","answer":"Krane Financial Solutions provides financial planning, portfolio management for individuals and small businesses, educational seminars, estate planning, insurance, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Krane Financial Solutions charge?","answer":"Krane Financial Solutions charges 0.20%–1.50% a year for its Investment Management Fees. The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A DATED MARCH 27, 2025, filed 10 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Krane Financial Solutions use?","answer":"Krane Financial Solutions’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Diego, CA), with $295M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Krane Financial Solutions have?","answer":"Krane Financial Solutions has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Krane Financial Solutions invest in?","answer":"At the end of its last fiscal year, Krane Financial Solutions’ separately managed accounts held 60% registered funds (mutual funds, ETFs, BDCs), 19% U.S. government and agency bonds, 10% cash and equivalents, 7% exchange-traded equities, 4% state and local bonds, 1% investment grade corporate bonds and 1% other. The 1% other category is described as: CDS.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Krane Financial Solutions?","answer":"Krane Financial Solutions’ direct owner is Justin Krane (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Krane Financial Solutions get paid?","answer":"Krane Financial Solutions is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Krane Financial Solutions?","answer":"Krane Financial Solutions’ main office is at 24007 Ventura BLVD, Suite 250, Calabasas, CA 91302. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}