LK Wealth Management, LLC fees
Financial planner in Duluth, Georgia. Registered with state securities regulators.
LK Wealth Management, LLC (Duluth, GA) listed $250 an hour and a flat or project fee of $2,000-$5,000 for financial planning in a Form ADV Part 2A brochure dated February 15, 2018, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated February 2018, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed February 15, 2018. Fees can change.
- Hourly rate
- $250/hr
“Our fee for such services is $250 per hour and is negotiable depending on the scope and complexity of the services, your financial situation, and your objectives.”
- Flat or project fee
- $2,000-
$5,000 “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees. 5 ©2017 National Compliance Services 800-800-3204 Financial Planning Services We charge a fixed fee for financial planning services, which generally ranges between $2,000 and $5,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the February 2018 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2013 (13 years)
How LK Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In limited circumstances, upon client request we may invoice you directly for our fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “Fees will be due and payable upon completion of the services rendered.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 42
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $18 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 15, 2018
- CRD number
- 168378 (opens in new tab)
- Phone
- (770) 931-8608
Other planners in Duluth that publish fees
- Cornerstone Management, Inc.DuluthFlat up to $50,000
- Evans Wealth ManagementDuluthHourly $250/hr
- Fern Impact Advisors, LLCDuluthFlat $2,000
- Stanhouse Financial Planning and Management, LLCDuluthHourly $340/hr
- BJM Financial IncDuluthAnnual $1,500-$20,000/yr 2025 brochure
More planners in Georgia that publish fees
- The Keystone Financial Alliance, LLCAtlantaFlat $2,500-$10,000
- The Advisory FirmAlpharettaFlat $1,500-$2,500
- Walker & AssociatesTybee IslandHourly $150/hr
- Omega Advisory LLCCummingHourly $120/hr
- Green Wing Financial Solutions LLCWatkinsvilleHourly $200/hr, Monthly $255/mo
- Peachtree Creek InvestmentsBrookhavenHourly $250-$500/hr, Flat $2,500-$10,000
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.