JK Financial Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,261,790
Clients
114
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
114
Very HighAverage account size
$46,156
About
JK Financial Planning, Inc. provides fee-only financial planning and investment consultation to individuals, their trusts or estates, and small businesses, with a focus on major life transitions such as marriage, divorce, career changes, college funding and retirement. Offerings range from comprehensive and modular plans to retirement projections, portfolio reviews, ongoing asset-management relationships and educational workshops.
The firm follows a fundamental, long-term planning approach that emphasizes asset-allocation, passive/index-based strategies, written investment policy statements and periodic rebalancing, and it uses scenario analysis in retirement and settlement planning. Clients who engage the firm for asset management typically retain trading authority: the firm reports that its managed assets are handled under primarily non-discretionary agreements, so clients approve transactions rather than delegating full discretion.
JK Financial Planning is distinguished by its explicit divorce-financial-planning services—including tracing marital assets, settlement modeling and the ability to provide expert testimony—and by a structured “Retirement Roadmap” process for clients planning retirement within 5–15 years. The firm operates as a solo, fee-only adviser that does not accept commissions, does not participate in wrap programs or vote client proxies, and reports roughly $5.2 million in client assets managed under non-discretionary agreements across its client base.
Client services
Financial planning
Portfolio management
Adviser provides consulting services in response to specific questions asked through a web platform which provides consumers wit
Adviser provides consulting services in response to specific questions asked through a web platform which provides consumers wit
Expertise
Divorce financial planning
Retirement income strategy
Long-term care insurance
Cash flow / budgeting
Fee options
Fixed fees for specific packages: Retirement Roadmap up to $2,850; Retirement Projection up to $2,700; Portfolio Review up to $2,500; Financial Checkup up to $1,500.
$175 - $350 per hour for financial planning and investment consultation; $175 - $375 per hour for divorce planning services; depositions and court activities up to $400 per hour.
Fee-only: Hourly fees ranging from $175 to $350 per hour for financial planning and investment consultation services; $175 to $375 per hour for divorce planning services, with depositions and court activities not to exceed $400 per hour.
Main office location
JK Financial Planning, Inc.
Vernon Hills IL, United States
Number of offices
2
Most active in
JK Financial Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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