CBK Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2019. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$6,000

“CBK bills based on the balance on the first day of the billing period Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $500 and $6,000.”

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

How CBK Financial Advisors LLC bills

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

• “These fees are generally negotiable, and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CBK's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of CBK's fees within five business days of signing the Investment Advisory Contract.”

How CBK Financial Advisors LLC’s fees compare

• Its flat or project fee of $500-$6,000 spans the Arizona median of $3,100. 51% of the 164 other Arizona planners that publish a flat or project fee charge less.
• 8 of the 11 other planners in Mesa that publish a flat or project fee charge less.

About CBK Financial Advisors LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291467

Phone

(480) 532-6524

Other planners in Mesa that publish fees

• Cooper Financial Investments, LLCMesa$300/hr
• Decisionpoint Financial, LLCMesa$150⁠-⁠$300/hr, $2,000⁠-⁠$15,000
• Fleming Financial ServicesMesa$150/hr, $495⁠-⁠$4,995
• Immaculate Wealth Management, LLCMesa$150/hr, $225⁠-⁠$1,250
• Integrated Financial Solutions, PLLCMesa$575/hr, $500⁠-⁠$12,000
• Jariwala Financial Wellness, LLCMesa$250⁠-⁠$1,500

Compare all 23 planners in Mesa