KB Financial Advisors LLC

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Client assets under management

$115,482,021

Clients

136

12% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$849,133

About

KB Financial Advisors LLC works with individuals, high net worth clients, trusts and estates, segmenting relationships by life stage to serve early‑career professionals progressing toward financial independence and clients experiencing rapid wealth events such as IPOs or complex equity compensation. The firm provides investment advisory services and comprehensive financial planning and, as part of its planning engagement, prepares and files clients’ annual tax returns.

KB Financial describes its offering as an “all‑in‑one” relationship that combines discretionary portfolio management with ongoing planning, applying fundamental analysis and employing both longer‑term and shorter‑term trading strategies while generally discouraging the use of margin. The firm allocates across individual equities, fixed income, mutual funds and ETFs, may engage unaffiliated independent managers, and provides clients access to an eMoney portal to aggregate managed and excluded assets for planning purposes.

Noteworthy elements include a small, three‑advisor team overseeing roughly $115 million for about 136 clients and recent SEC registration in 2026, signaling a regulatory transition. The firm also distinguishes itself by offering adviser‑only mutual fund access in some cases, providing in‑house tax return preparation through related persons without additional compensation, and leaving proxy voting responsibilities with clients rather than voting on their behalf.

Client services

Financial planning Portfolio management

Expertise

Equity compensation tax strategy General tax planning Retirement plans for business owners (SEP, solo 401k) Wealth management

Occupation focus

Executive Founder/Business Owner

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals

Fee options

Percentage

$0 - $5,000,000: 1% annually Greater than $5,000,000 - $7,500,000: 0.75% annually Greater than $7,500,000 - $10,000,000: 0.70% annually Greater than $10,000,000+: 0.65% annually

Other

Account minimum: $8,000 annual fee for On Your Way to Wealth service; $16,000 annual fee for Destination Wealth service Minimum fee: Minimum annual fee of $8,000 for On Your Way to Wealth service; $16,000 for Destination Wealth service (fees negotiable and may be waived or reduced) Fee-only: On Your Way to Wealth service: initial fee $4,000 plus $4,000 every six months; Destination Wealth service: initial fee $4,000 plus $4,000 quarterly ongoing fixed fees

Main office location

KB Financial Advisors LLC

595 Market Street, Suite 1023

San Francisco CA 94105, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website (415) 295-2487

Advisors at this firm

Jackie K

CFP®, Series 63, Series 65

San Francisco, CA

KB Financial Advisors LLC

Jackie Kleinman is a CFP® with 10 years of industry experience, currently serving at KB Financial Advisors LLC in San Francisco, CA. She has worked at KB Financial Advisors since 2002. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates with investment advisory services and financial planning. The firm offers distinct service models tailored to clients at different stages of wealth, including annual tax-return preparation as part of its service packages.

Equity compensation tax strategy General tax planning Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals

Kayla B

CFP®, Series 66

Denver, CO

KB Financial Advisors LLC

Kayla Benjamin is a CFP® and holds a Series 66 license with 10 years of industry experience. She is currently with KB Financial Advisors LLC and previously worked at Gill Capital Partners, Dodd's Wealth LLC, and LPL Financial. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates with investment advisory services and financial planning. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation within its service packages.

Joshua L

CFP®, Series 65

Columbia, TN

KB Financial Advisors LLC

Joshua Loveall is a CFP® with 15 years of experience in the financial industry. He has been with KB Financial Advisors LLC since 2014. KB Financial Advisors serves individuals, high-net-worth clients, trusts, and estates by providing investment advisory services, financial planning, and related consulting. The firm offers discretionary portfolio management using fundamental analysis and includes annual tax-return preparation as part of its service packages.

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