LK Financial Planning LLC fees and pricing

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

$250⁠-⁠$350/hr

“Depending upon the complexity of the situation and the needs of the client, the hourly fee for these services is between $250 and $350.”

Flat or project fee

Up to $25,000

“5 Fixed Fees Depending upon the complexity of the situation and the needs of the client, the rate for creating client financial plans is between $0 and $25,000.”

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

How LK Financial Planning LLC bills

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

• “The fees are negotiable and the final fee schedule will be set forth in the Client Agreement.”
• “The fees are negotiable and the final fee schedule will be contained in the Client Agreement.”
• “Clients who are charged fees based upon hourly charges for work will also be responsible for reasonable disbursements of LKFP, billed at cost, incurred in rendering the services.”

How LK Financial Planning LLC’s fees compare

• Its hourly rate of $250-$350 spans the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 14 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of up to $25,000 spans the New York median of $4,500. 86% of the 251 other New York planners that publish a flat or project fee charge less.
• 41 of the 52 other planners in New York that publish a flat or project fee charge less.

About LK Financial Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2015 (11 years).

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

9

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$86,937,138

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

160539

Phone

(646) 644-6292

Can advise clients in 2 states: Florida, New York

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

Compare all 184 planners in New York