LK FINANCIAL PLANNING LLC

Overview

LK Financial Planning LLC is an independent, SEC-registered registered investment adviser that began reporting in 2015 and is owned by an individual. The firm focuses on financial planning and discretionary portfolio management for high-net-worth individuals, families and small-business owners. Its fee arrangements include a percentage of assets under management, hourly charges and fixed-fee engagements, which supports both ongoing portfolio oversight and project-based planning work. Investment activity centers on publicly traded pooled products—primarily mutual funds—paired with selective use of third-party alternative managers. The firm does not operate as a capital allocator or run pooled investment vehicles itself; instead it outsources alternative exposure to external managers. LK Financial Planning is not positioned as an ESG-focused adviser and it has not registered as a multi-state adviser despite maintaining offices in more than one state.

Assets & Accounts

Investments & Alternatives

Location & Offices