Jennifer Kang
JWK Financial · New York, New York
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.
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Specialties
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 | $12.2M across 42 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5032965 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | jwkfinancial.com |
How Jennifer's firm compares
- Ongoing planning starts at $10,800 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- JWK Financial's average account is about $291,000, from its Form ADV (assets managed divided by 42 accounts).
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Questions about Jennifer
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.
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
- XY Planning Network directory listing : XYPN members are fee-only
- JWK Financial 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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