BKB Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
44
0% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
22
Average account size
$0
About
BKB Financial Advisors provides fee-only financial planning and consulting to individuals, couples, and families on an as‑needed, hourly basis. Its client base includes people planning for or living in retirement, those who have recently lost a spouse or parent, individuals navigating divorce, and young adults seeking basic investment education.
The firm does not manage client investment accounts or accept custody or discretionary authority; instead it helps clients design cost‑effective investment plans, emphasizes broad diversification, low‑cost mutual funds and ETFs, and practical strategies such as dollar‑cost averaging and periodic rebalancing. BKB operates under a fiduciary standard and places explicit emphasis on increasing client financial literacy and participation in financial decision‑making.
Compared with many peers, BKB is notable for relying solely on hourly, fee‑only planning rather than percent‑of‑AUM billing or portfolio management, and for performing all work internally without subcontracting. The firm also highlights specialized, hands‑on services — including retirement planning support (IRMAA and RMD guidance), divorce financial planning, and investment education for young adults — and includes staff with credentials in retirement and divorce financial planning.
Client services
Expertise
Demographic focus
Fee options
$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.
Main office location
BKB Financial Advisors, LLC
Menlo Park CA, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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