# Jeffrey Kostis

> Jeffrey Kostis is a fee-only financial advisor at JK Financial Planning, Inc. in Chicago, Illinois, who holds the BBA, CDFA and CFP credentials. Jeffrey focuses on retirement planning and divorce financial planning. JK Financial Planning, Inc. reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jeffrey-kostis/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** JK Financial Planning, Inc.
- **Based in:** Chicago, Illinois
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.3M across 12 accounts
- **Credentials:** BBA, CDFA, CFP, CPA/PFS, MAcc
- **Specialties:** Retirement planning, Divorce financial planning
- **CRD:** 5415496 (https://adviserinfo.sec.gov/individual/summary/5415496)
- **SEC registration:** Investment adviser representative in IL
- **Exams passed:** Series 65 (2007)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://jkfinancialplanning.com

## Frequently asked questions

### Is Jeffrey Kostis a fee-only financial advisor?

Yes. Jeffrey Kostis is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jeffrey's firm.

### How does Jeffrey charge for financial advice?

Jeffrey's firm, JK Financial Planning, Inc., reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Kostis based?

Jeffrey Kostis is based in Chicago, Illinois.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning and divorce financial planning.

### What credentials does Jeffrey Kostis hold?

Jeffrey Kostis holds the BBA, CDFA, CFP, CPA/PFS and MAcc credentials.

### Is Jeffrey Kostis registered with the SEC?

Yes. Jeffrey Kostis is registered as an investment adviser representative in IL (CRD 5415496), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does JK Financial Planning, Inc. manage?

JK Financial Planning, Inc. reports $5.3M across 12 accounts in assets under management.

### How do I contact Jeffrey Kostis?

Through Jeffrey's website, jkfinancialplanning.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/5862): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://jkfinancialplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.