A complete list of active advisors currently associated with LK Financial Planning LLC

Warmer can help you find a great advisor at LK Financial Planning LLC or one who fits your needs even better.

LK Financial Planning LLC provides investment supervisory services and comprehensive financial planning to individual and high‑net‑worth households, generally working with a very small client roster and a stated account threshold that it may waive. The firm offers discretionary portfolio management supported by individualized Investment Policy Statements and also delivers fixed‑fee or hourly financial planning engagements. The firm’s investment approach emphasizes long‑term, diversified asset allocation designed to balance risk and reward, implemented almost exclusively through ETFs and low‑cost mutual funds with periodic rebalancing and attention to tax efficiency across account types. Where appropriate, the adviser incorporates multigenerational planning into the process, treating each household as a separate fiduciary relationship and requiring consent before sharing information across family households. Noteworthy features relative to peers include a single‑adviser model overseeing roughly $87 million for a handful of clients, producing a higher assets‑per‑client profile than is typical for similar independent firms, and a background in senior legal practice informing the firm’s planning work. The firm also maintains limited custody to permit direct fee deduction, receives non‑cash research and educational benefits from a custodian that it factors into custodian selection, and allows client‑directed brokerage while not participating in wrap fee programs.

To learn more about the advisors currently working at LK Financial Planning LLC, 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.