PK Financial Services fees and pricing

Financial planner in Pawling, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 26, 2026, PK Financial Services charges $125 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125/hr; “Financial planning services outside an Investment Management Agreement are billed at $125 per hour.”

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

“Investment management fees are billed quarterly, in arrears — meaning the firm invoices the client after the 3-month billing period has ended.”
“In the case of early termination, the client will be billed a pro-rata amount based on the account value on the date of termination.”
“Fees for financial plans for non-investment-management clients are billed on an hourly basis after work is completed.”

Its hourly rate of $125 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.

“Financial Services LLC provides personalized, confidential financial planning and investment management to individuals and small businesses.”

From the firm's description of its advisory business in its Form ADV brochure.

Principal: Mark Palmrose-Krieger
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA.
Registered as an adviser: 2026.

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Minimum: No minimum stated in brochure
Employees: 1
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 340608
Phone: (203) 244-7680

Is something on this page wrong or out of date?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.