# Jennifer Kang

> Jennifer Kang is a fee-only financial advisor at JWK Financial in New York, New York, who holds the CFP credential. Jennifer charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $10,800 a year and no asset minimum) and focuses on flat-fee planning, estate & legacy planning and tax planning.

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

## Facts

- **Firm:** JWK Financial
- **Based in:** New York, New York
- **Fee model:** Flat fee or retainer; Ongoing planning fee
- **Fees (firm's website):** ongoing planning from $10,800 a year; no asset minimum
- **Assets under management (firm):** $12.2M across 42 accounts
- **Credentials:** CFP
- **Specialties:** Flat-fee planning, Estate & legacy planning, Tax planning
- **CRD:** 5032965 (https://adviserinfo.sec.gov/individual/summary/5032965)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2010)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record
- **Website:** https://jwkfinancial.com

## Frequently asked questions

### Is Jennifer Kang a fee-only financial advisor?

Yes. Jennifer Kang is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jennifer's firm.

### How does Jennifer charge for financial advice?

Jennifer charges a flat fee or retainer and an ongoing planning fee.

### How much does Jennifer charge?

According to JWK Financial's website, checked October 28, 2026: ongoing planning from $10,800 a year; no asset minimum.

### Where is Jennifer Kang based?

Jennifer Kang is based in New York, New York.

### What does Jennifer specialize in?

Jennifer's specialties include flat-fee planning, estate & legacy planning and tax planning.

### What credentials does Jennifer Kang hold?

Jennifer Kang holds the CFP credential.

### Is Jennifer Kang registered with the SEC?

Yes. Jennifer Kang is registered as an investment adviser representative in NY (CRD 5032965), per SEC Investment Adviser Public Disclosure data as of October 27, 2026. The record lists disclosures; see the SEC record for details.

### How much does JWK Financial manage?

JWK Financial reports $12.2M across 42 accounts in assets under management.

### How do I contact Jennifer Kang?

Through Jennifer's website, jwkfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48285): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.jwkfinancial.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.