Jeffrey Kostis
JK Financial Planning, Inc. · Chicago, Illinois
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.
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Specialties
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 |
| Assets under management | $5.3M across 12 accounts |
| Credentials | BBA · CDFA · CFP · CPA/PFS · MAcc |
| SEC registration | Investment adviser representative in IL · CRD 5415496 |
| Exams passed | Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | jkfinancialplanning.com |
How Jeffrey's firm compares
- JK Financial Planning, Inc.'s average account is about $438,000, from its Form ADV (assets managed divided by 12 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- JK Financial Planning, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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