JKD Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
JKD Financial Planning, LLC is a fee‑only registered investment adviser that offers wealth management, comprehensive financial planning, project‑based plans, and limited‑scope hourly consulting to individuals and high‑net‑worth clients. The firm provides discretionary investment management as well as one‑time or hourly engagements for clients who seek targeted advice or a second opinion.
The firm’s investment work is grounded in modern portfolio theory and focuses on asset allocation using a mix of passive and active funds tailored to clients’ goals, risk tolerance, and tax considerations. JKD Financial customizes plans, accepts client‑imposed restrictions, and typically implements trades on an individual account basis rather than using block trading approaches.
Noteworthy features versus many peers include an affiliated tax services business owned by the firm’s principal and the principal’s tax qualifications, with disclosed practices for referring between the advisory and tax entities (clients are not required to use the related tax service). The firm also departs from the common percentage‑of‑AUM billing model used by most investment managers by primarily using flat, project, and hourly fee arrangements, and it is newly registered and currently reports no assets under management.
Client services
Financial planning
Portfolio management
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project-Based Financial Planning fees up to $2,500; plan update fee $1,250
Standard hourly rate $250 per hour; negotiable; billed in 15-minute increments with 1-hour minimum
Minimum fee: Flat annual fee up to $7,000, paid quarterly in arrears (e.g., $1,750 per quarter) Fee-only: Fee-only firm; compensation solely from clients; no commissions
Main office location
JKD Financial
321 E Sunshine St., Suite 170
Springfield MO 65807, United States
Number of offices
1
Most active in
JKD Financial has reported serving >5 clients in these states in the last 12 months.
Missouri
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")