JK Financial Planning,Inc.

Overview

JK Financial Planning,Inc. is a small, advice-driven RIA focused on financial planning and portfolio management for individuals and small businesses. The firm operates as a corporation with an individual owner and positions itself primarily as an advisory and planning shop rather than an active asset allocator. Its client-facing model emphasizes advisory relationships delivered through a mix of fee billing methods — percentage of AUM, hourly work and fixed fees — and the firm reports providing non‑discretionary services, which keeps final trading authority with clients. Investment activity centers on public equity exposure delivered mainly through exchange‑traded instruments. The firm shows a clear preference for equities when building client portfolios and relies heavily on third‑party managers and pooled products for access to other asset types. JK Financial Planning,Inc. is not an active ESG investor, does not operate as a multi‑state adviser, and does not present itself as a pension consultant or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices