Stkeros Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
STKeros Financial Planning serves individuals, families and small businesses, offering fee-only financial planning and investment-related advice delivered primarily on an hourly basis. The firm also provides separate fixed-fee tax preparation and group educational lectures for workplaces and academic/medical audiences.
The firm’s investment advice emphasizes passive, low‑cost diversified portfolios grounded in Modern Portfolio Theory, with portfolio recommendations typically implemented by clients rather than managed on a discretionary, ongoing basis. Reviews and trading are non‑discretionary and initiated at the client’s request; the firm prioritizes tax-efficiency, low fees, and simple multi‑asset allocations using broad mutual funds and ETFs.
Compared with many independent advisers, the firm’s business model is notable for deliberately avoiding percentage‑of‑assets fees and for offering educational seminars and fixed‑fee tax services alongside planning work. The principal’s professional background in medicine, research and tax credentialing, and the fact that the firm provided recommendations related to a substantial aggregate amount of client assets while operating without AUM‑based billing, are additional atypical features.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for educational lectures beginning at $1200 per one-hour lecture; tax preparation fees quoted prior to engagement based on complexity
$360 per hour for financial planning and consulting services
Fee-only: Hourly fee of $360 for new clients; fixed fees for tax preparation and educational seminars starting at $1200
Main office
New York NY
Advisors at this office
1
Most active in
California · Louisiana · New York · South Dakota
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.
Forms ADV
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