JKD Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,250

“The credit is non-refundable and has no cash value outside of its application to​ u ​advisory fees.​ ​ lients who previously completed a Project-Based Financial Planning engagement and requested an update​ C ​to the financial plan within twenty-four (24) months of the original engagement may receive the update at…”

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

How JKD Financial bills

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

• “This credit will be​ ​applied toward the Client’s future advisory fees and will be applied against quarterly advisory fee invoices​ ​9​ ​ ntil fully exhausted.”

How JKD Financial’s fees compare

• Its flat or project fee of $1,250 is below the Missouri median of $3,550. 13% of the 77 other Missouri planners that publish a flat or project fee charge less.
• 1 of the 5 other planners in Springfield that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About JKD Financial

• Principal: John Davis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

6

Employees

1

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$25,818,885

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

340392

Website

jkdfinancial.com (opens in new tab)

Phone

(417) 221-8972

Other planners in Springfield that publish fees

• Capital360financialSpringfield$250/hr, $1,500⁠-⁠$7,000
• Dittrich Financial Group LLCSpringfield$150/hr
• Latour Asset Management LLCSpringfield$200⁠-⁠$2,000
• Mackay Financial Planning, LLCSpringfield$250/hr
• Prosperity Financial GroupSpringfield$1,000⁠-⁠$5,000
• RLB FinancialSpringfield$3,000

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