JK Financial Planning,inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$175⁠-⁠$350/hr

“Fees for these services are $175 - $350 per hour depending on the scope and complexity of the engagement.”

Flat or project fee

$2,700⁠-⁠$2,850

“Package Fee Retirement Roadmap Not to exceed $2,850 Retirement projection Not to exceed $2,700 Portfolio review Not to exceed $2,500 Financial Checkup Not to exceed $1,500 We may require a deposit of $500 or one-half the fixed fee in advance; the balance will be invoiced upon delivery of the plan or advice and is…”

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

How JK Financial Planning,inc. bills

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

• “You will be billed in fifteen-minute increments, and a partial increment will be treated as a whole.”
• “Our published fees are negotiable, but at the sole discretion of our firm.”
• “Fees are generally due upon your receipt of our invoice.”

How JK Financial Planning,inc.’s fees compare

• Its hourly rate of $175-$350 spans the Illinois median of $273. 49% of the 215 other Illinois planners that publish an hourly rate charge less.
• Its flat or project fee of $2,700-$2,850 is below the Illinois median of $4,500. 32% of the 175 other Illinois planners that publish a flat or project fee charge less.

About JK Financial Planning,inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Estate planning
• Divorce

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

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$5,261,790

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

145146

Website

jkfinancialplanning.com (opens in new tab)

Phone

(847) 840-7496

Other planners in Vernon Hills that publish fees

• Bcu Wealth Advisors, LLCVernon Hills$1,000⁠-⁠$10,000
• Epiphany CapitalVernon Hills$10,000/yr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 3 planners in Vernon Hills