MVK Financial Planning, LLC

Overview

MVK Financial Planning, LLC is an independent registered investment adviser operating as an LLC that provides financial planning and portfolio management services primarily for individuals, families and small businesses. The firm serves both individual/family and institutional clients and bills using a mix of percentage-of-AUM, hourly and fixed-fee arrangements. According to firm disclosures, MVK does not position itself as a capital allocator; instead it appears to implement third‑party products and managers within client portfolios. The adviser is not flagged as an active ESG investor and is not registered as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices