KB Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KB Financial Advisors LLC works with individuals, high net worth clients, trusts and estates, segmenting relationships by life stage to serve early‑career professionals progressing toward financial independence and clients experiencing rapid wealth events such as IPOs or complex equity compensation. The firm provides investment advisory services and comprehensive financial planning and, as part of its planning engagement, prepares and files clients’ annual tax returns.
KB Financial describes its offering as an “all‑in‑one” relationship that combines discretionary portfolio management with ongoing planning, applying fundamental analysis and employing both longer‑term and shorter‑term trading strategies while generally discouraging the use of margin. The firm allocates across individual equities, fixed income, mutual funds and ETFs, may engage unaffiliated independent managers, and provides clients access to an eMoney portal to aggregate managed and excluded assets for planning purposes.
Noteworthy elements include a small, three‑advisor team overseeing roughly $115 million for about 136 clients and recent SEC registration in 2026, signaling a regulatory transition. The firm also distinguishes itself by offering adviser‑only mutual fund access in some cases, providing in‑house tax return preparation through related persons without additional compensation, and leaving proxy voting responsibilities with clients rather than voting on their behalf.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
$0 - $5,000,000: 1% annually Greater than $5,000,000 - $7,500,000: 0.75% annually Greater than $7,500,000 - $10,000,000: 0.70% annually Greater than $10,000,000+: 0.65% annually
Account minimum: $8,000 annual fee for On Your Way to Wealth service; $16,000 annual fee for Destination Wealth service Minimum fee: Minimum annual fee of $8,000 for On Your Way to Wealth service; $16,000 for Destination Wealth service (fees negotiable and may be waived or reduced) Fee-only: On Your Way to Wealth service: initial fee $4,000 plus $4,000 every six months; Destination Wealth service: initial fee $4,000 plus $4,000 quarterly ongoing fixed fees
Main office
See office595 Market Street, Suite 1023
San Francisco CA 94105
Advisors at this office
1
Offices (3)
Most active in
New York
Also doing business as
Kb Financial Advisors LLC · Kb Financial Advisory · Kleinman, Jackie Lynn
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
Quick links
Advisors at this firm
Jackie K
CFP®, Series 63, Series 65
San Francisco, CA
KB Financial Advisors LLC
Jackie Kleinman is a CFP® with 10 years of industry experience, currently serving at KB Financial Advisors LLC in San Francisco, CA. She has worked at KB Financial Advisors since 2002. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates with investment advisory services and financial planning. The firm offers distinct service models tailored to clients at different stages of wealth, including annual tax-return preparation as part of its service packages.
Kayla B
CFP®, Series 66
Denver, CO
KB Financial Advisors LLC
Kayla Benjamin is a CFP® with 10 years of industry experience, currently serving as an advisor at KB Financial Advisors LLC. Her prior roles include positions at LPL Financial, Dodd's Wealth LLC, and Gill Capital Partners. Based in Denver, CO, she holds the Series 66 designation. KB Financial Advisors LLC serves individuals, high net worth clients, trusts, and estates, focusing on life stage segmentation to assist early-career professionals and clients experiencing rapid wealth events. The firm integrates discretionary portfolio management with comprehensive financial planning, including in-house tax return preparation, and employs a mix of investment strategies across equities, fixed income, mutual funds, and ETFs.
Joshua L
CFP®, Series 65
Columbia, TN
KB Financial Advisors LLC
Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.
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