Advisor at JK Financial Planning, Inc.
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Firm
JK Financial Planning, Inc.
Location
Vernon Hills, IL
Credentials
CFP®, PFS™, Series 65
Industry experience
18 years
Jeffrey Kostis is a CFP® and PFS™ with 18 years of experience in financial planning. He is the sole advisor at JK Financial Planning, Inc., where he has worked since 2007. The firm provides fee-only financial planning and investment consultation primarily to individual clients navigating major life transitions. JK Financial Planning emphasizes a long-term, fundamental investment approach with a focus on non-discretionary advice and is notable for its specialization in divorce financial planning, including asset tracing and expert testimony services.
Based on JK Financial Planning, Inc.
Based on JK Financial Planning, Inc.
Fixed fees for specific packages: Retirement Roadmap up to $2,850; Retirement Projection up to $2,700; Portfolio Review up to $2,500; Financial Checkup up to $1,500.
$175 - $350 per hour for financial planning and investment consultation; $175 - $375 per hour for divorce planning services; depositions and court activities up to $400 per hour.
Fee-only: Hourly fees ranging from $175 to $350 per hour for financial planning and investment consultation services; $175 to $375 per hour for divorce planning services, with depositions and court activities not to exceed $400 per hour.
Vernon Hills, IL
Illinois
JK Financial Planning, Inc.
2007 - Present (19 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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