Advisor at BKB Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
BKB Financial Advisors, LLC
Location
Menlo Park, CA
Credentials
CFP®
Industry experience
21 years
Barbara Binder is a CFP® professional with 21 years of experience in financial advising. She has been with BKB Financial Advisors, LLC since 2004. The firm provides comprehensive, customized financial planning and consulting to individuals, couples, and families across various life stages, focusing on retirement planning, seniors, loss-related financial issues, divorce matters, and financial education for young adults. BKB Financial Advisors operates on an hourly fee basis without managing client investments or custody of assets, emphasizing client education and participation under a fiduciary standard.
Based on BKB Financial Advisors, LLC
Based on BKB Financial Advisors, LLC
Based on BKB Financial Advisors, LLC
$150 to $450 per hour depending on engagement start date and advisor; travel time charged at half rate.
Account minimum: $5,000.00 Fee-only: Hourly fees ranging from $150 to $450 per hour depending on advisor and engagement start date; travel time charged at half the normal hourly rate.
Menlo Park, CA
California
BKB Financial Advisors, LLC
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Graystone Advisor, LLC
I specialize in helping families make better financial decisions related to stock options and RSUs. I know we’re saving enough for retirement in 401k’s, but my wife and I still have serious conversations about how to use her company stock to help live the life we want. Our issues require significant financial planning that firms focused on AUM can't help with. In my free time, I coach my three kids sports teams, play softball, golf, ski in Incline Village, and work on the NYTimes Crossword puzzle with my wife, Jessica. If you ever see me out and about, I’m the guy wearing something UCLA, Chargers, Padres, or Warriors. Listen to Aaron's podcast here: https://mindmoneyspectrum.buzzsprout.com/
CFP®, Series 66
Redwood City, CA
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