JKD Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
JKD Financial Planning, LLC is a small, independent, fee-only registered investment adviser formed in 2026 that serves a handful of individual and high-net-worth clients. The firm provides wealth management, comprehensive and project-based financial planning, and limited hourly consulting, and may place client assets with third‑party outside managers for implementation.
Its investment approach emphasizes strategic asset allocation informed by modern portfolio theory and a blend of passive and active funds, with portfolios composed mainly of equities, fixed income, mutual funds, ETFs and cash equivalents. The adviser generally manages accounts on a discretionary basis, tailors plans to individual goals and risk tolerances, and recommends a specific custodian platform to execute and custody client trades.
Distinctive features include an affiliation with a related tax preparation business and principal-level financial planning and tax credentials that are disclosed and may be coordinated with advisory work, with referrals to the related tax business optional for clients. The firm also departs from the common percentage-of-assets fee model used by many peers by relying on flat, project-based and hourly fee arrangements, and operates with an unusually small client roster relative to its assets under management.
Client services
Expertise
Fee options
Project-Based Financial Planning fees up to $2,500 per project, negotiable; plan update fee of $1,250
Standard hourly rate of $250 per hour for consulting services, negotiable
Minimum fee: Flat annual fee up to $7,000 for Wealth Management Services, paid quarterly in arrears Fee-only: JKD Financial is a fee-only firm; all compensation is from clients for advisory services with no commissions
Main office
321 E Sunshine St., Suite 170
Springfield MO 65807
Advisors at this office
1
Most active in
Missouri · Texas
Also doing business as
Jkd Financial · Jkd Financial Planning, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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