A complete list of active advisors currently associated with JKD Financial
Warmer can help you find a great advisor at JKD Financial or one who fits your needs even better.
JKD Financial Planning, LLC is a fee‑only registered investment adviser that offers wealth management, comprehensive financial planning, project‑based plans, and limited‑scope hourly consulting to individuals and high‑net‑worth clients. The firm provides discretionary investment management as well as one‑time or hourly engagements for clients who seek targeted advice or a second opinion. The firm’s investment work is grounded in modern portfolio theory and focuses on asset allocation using a mix of passive and active funds tailored to clients’ goals, risk tolerance, and tax considerations. JKD Financial customizes plans, accepts client‑imposed restrictions, and typically implements trades on an individual account basis rather than using block trading approaches. Noteworthy features versus many peers include an affiliated tax services business owned by the firm’s principal and the principal’s tax qualifications, with disclosed practices for referring between the advisory and tax entities (clients are not required to use the related tax service). The firm also departs from the common percentage‑of‑AUM billing model used by most investment managers by primarily using flat, project, and hourly fee arrangements, and it is newly registered and currently reports no assets under management.
To learn more about the advisors currently working at JKD Financial, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Springfield, MO
| 5
|
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