K Financial Services, LLC fees and pricing

Published fees

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

Flat or project fee

$500

“- 2K financial Services, LLC FINANCIAL PLANNING and CONSULTING K financial charges a fixed fee for financial planning of $500.”

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

How K Financial Services, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the gross asset value of the account.”
• “Clients may terminate their account within five (5) business days of signing the Investment Advisory Agreement for a full refund.”

How K Financial Services, LLC’s fees compare

• Its flat or project fee of $500 is below the California median of $5,000. 3% of the 796 other California planners that publish a flat or project fee charge less.
• None of the 33 other planners in Los Angeles that publish a flat or project fee charge less.

About K Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 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, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287772

Phone

(310) 927-2541

Other planners in Los Angeles that publish fees

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• Aqua Capital AdvisorsLos Angeles$5,000⁠-⁠$10,000
• Bates Wealth Management, LLCLos Angeles$250/hr
• Blackacre WealthLos Angeles$400/hr, $2,500⁠-⁠$25,000
• Blacklines FinancialLos Angeles$5,000/yr
• Brand New Day Wealth Planning, LLCLos Angeles$250/hr, $3,500⁠-⁠$6,500

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