BKB Financial Advisors, LLC fees and pricing
Financial planner in Menlo Park, California. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, BKB Financial Advisors, LLC charges $150-$450 an hour 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
- $150-$450/hr
“Firm Brochure March 26, 2026 Page 8 of 14 Fees for financial planning and consulting services range from $150 to $450 per hour depending on when the engagement started and who (Barbara or Bill) is providing the service.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How BKB Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The scope of services (and thus total fee) is negotiable and depends on the complexity of the client’s situation and the client’s needs.”
- “Fees are billed in arrears, based on the hours worked (in increments of 0.1 hours), and the invoice is due upon receipt.”
- “Invoices are generally sent every 2 to 3 months, but they might be sent more or less frequently depending on the amount of work performed.”
How BKB Financial Advisors, LLC’s fees compare
- Its hourly rate of $150-$450 spans the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Menlo Park that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About BKB Financial Advisors, LLC
“Bill’s areas of focus are investments, retirement planning, helping seniors in retirement, and client communications.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- Divorce
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Employees
- 2
- Services reported to regulators
- Financial planning, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130733
- Phone
- (650) 799-4087
Other planners in Menlo Park that publish fees
- Branch & Bloom Financial Planning, LLCMenlo Park$275/hr, $2,500-$8,000
- Clearpath Capital Partners LLCMenlo Park$350/hr
- Echo Advisory LLCMenlo Park$2,400-$5,000
- MezziMenlo Park$1,499/yr
- Nelson Capital Management, LLCMenlo Park$500/hr
- Oak Peak FinancialMenlo Park$1,000-$6,000
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.