PlannerFees

Atk Financial Prosperity fees and pricing

Financial planner in Oswego, Illinois. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 26, 2026, Atk Financial Prosperity charges $200 an hour, a flat or project fee of up to $2,000, a quarterly fee of $750⁠-⁠$10,000, and an annual fee of $3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$200/hr
“Based Advice Hourly based advice is offered at a rate of $200 an hour, charged in 15-minute increments.”
Flat or project fee
Up to $2,000
“A one-time onboarding fee, ranging from $0 to $2,000, is due upon signing the agreement.”
Quarterly fee
$750⁠-⁠$10,000/qtr
“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning consists of an upfront charge of $0 - $2,000 (the “Initial Financial Planning Fee”) and an ongoing fee (the “Ongoing Financial Planning Fee”) that is paid month or quarterly, in arrears, at the rate that generally ranges from $750 -…”
Annual fee
$3,000/yr
“The Financial Planning Fee is subject to a minimum annual fee of $3,000 paid monthly in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Atk Financial Prosperity bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Fees are negotiable at the Adviser’s discretion, and each client’s specific fee arrangement is outlined in their signed financial planning and investment advisory agreement.”
  • “The fee is based on the complexity of the client’s financial situation and it is negotiable at the discretion of the Adviser.”
  • “The Financial Planning Fee may be negotiable in certain cases at ATK’s discretion.”

How Atk Financial Prosperity’s fees compare

  • Its hourly rate of $200 is below the Illinois median of $273. 13% of the 215 other Illinois planners that publish an hourly rate charge less.
  • Its flat or project fee of up to $2,000 is below the Illinois median of $4,500. 8% of the 175 other Illinois planners that publish a flat or project fee charge less.
  • Its annual fee of $3,000 is below the Illinois median of $7,500. 17% of the 77 other Illinois planners that publish an annual fee charge less.

About Atk Financial Prosperity

“Ongoing Services ATK provides ongoing financial planning and ongoing discretionary investment management services to clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Alexander Koynoff
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Minimum
$3,000 minimum fee (stated in brochure)
Clients
14
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$1,635,740
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
324287
Website
twitter.com/AlexATK_FP (opens in new tab)
Phone
(630) 740-0495

Other planners in Illinois that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.