LBK Financial LLC fees and pricing
Financial planner in Whippany, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, LBK Financial LLC charges $175 an hour and a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“LBK Financial’s financial planning and consulting fees are negotiable, but generally are $175 on an hourly rate basis, and from $500 to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $500-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How LBK Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly engagements will be billed after services are provided.”
- “Alternatively, clients may elect to have LBK Financial send an invoice for payment.”
How LBK Financial LLC’s fees compare
- Its hourly rate of $175 is below the New Jersey median of $300. 9% of the 174 other New Jersey planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$5,000 is below the New Jersey median of $5,000. 29% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About LBK Financial LLC
“Financial offers wealth management services to individual and high net worth clients as well as small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2023 (3 years).
Planning areas mentioned in the brochure
- Business owners
- Cash flow and budgeting
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
- Highest asset based fee in brochure
- 1% a year
- Clients
- 8
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $14,598,233
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331286
- Phone
- (201) 602-4705
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.