MK Investment Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$350/hr

“Our hourly fees generally range from $125 to $350 per hour.”

Flat or project fee

Up to $15,000

“Flat fees generally range from $0 to $15,000.”

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

How MK Investment Advisors, LLC bills

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

• “Depending on the particular contractual arrangement with each client, fees are billed in advance on a quarterly or monthly basis, or in arrears on a quarterly, monthly or daily basis.”
• “Any advisory fees deducted from the client’s account(s), the fee calculation methodology, and the period covered by the fee will be reflected on the invoice sent by Interactive Brokers each time fees are deducted from the client’s account(s).”
• “Our financial planning fees may be billed separately as a unique service, or, in most cases for our ongoing clients, integrated with our investment management fees and deducted from the client’s managed account(s).”

How MK Investment Advisors, LLC’s fees compare

• Its hourly rate of $125-$350 spans the California median of $300. 18% of the 932 other California planners that publish an hourly rate charge less.
• 5 of the 25 other planners in Carlsbad that publish an hourly rate charge less.
• Its flat or project fee of up to $15,000 spans the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 15 other planners in Carlsbad that publish a flat or project fee charge less.

About MK Investment Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2017 (9 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

Clients

7

Employees

1

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$16,105,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

287539

Website

mkinvestmentadvisors.com (opens in new tab)

Phone

(408) 609-6500

Other planners in Carlsbad that publish fees

• 77 Financial GroupCarlsbad$2,000⁠-⁠$10,000
• Advisors Wealth Management, IncCarlsbad$225/hr
• Andrew Marshall Financial LLCCarlsbad$360/hr, $5,000
• Axxcess Wealth Management, LLCCarlsbad$100⁠-⁠$500/hr
• Beacon Financial Management LLCCarlsbad$200/hr, $3,000
• Birchwood CapitalCarlsbad$350/hr

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