JWK Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450⁠-⁠$600/hr

“In the event of early termination any prepaid but unearned fees will be refunded to the Client and any completed deliverables of the project will be provided to the Client and no further fees will be charged. ● Hourly Financial Planning - Financial Planning engagements are offered at the rate of $450-$600 per hour.”

Flat or project fee

$3,500⁠-⁠$10,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $3,500 - $10,000, depending on complexity and the needs of the client and an ongoing annual fee in the range between $7,000-$15,000.”

Annual fee

$7,000⁠-⁠$15,000/yr

From the same sentence as above.

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

How JWK Financial bills

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

• “The Third Party Manager, Outside Manager or Sub-Advisor (TAMP) will debit the Client’s account for their fee quarterly and in arrears, based on the average daily balance over the previous quarter.”
• “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How JWK Financial’s fees compare

• Its hourly rate of $450-$600 is above the New York median of $300. 90% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$10,000 spans the New York median of $4,500. 73% of the 251 other New York planners that publish a flat or project fee charge less.
• Its annual fee of $7,000-$15,000 is above the New York median of $6,250. 69% of the 80 other New York planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About JWK Financial

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$12,233,428

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318355

Website

instagram.com/jwkfinancial (opens in new tab)

Phone

(808) 389-0001

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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