John Kvale
J.K. Financial, Inc. · Dallas, Texas
John Kvale is a fee-only financial advisor at J.K. Financial, Inc. in Dallas, Texas, who holds the CFA and CFP credentials. John focuses on equity compensation, estate & legacy planning and tax planning. J.K. Financial, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
- Executives
- Retirees
Facts
| Firm | J.K. Financial, Inc. |
|---|---|
| Based in | Dallas, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $195.8M across 417 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in TX · CRD 2047457 |
| Exams passed | Series 63 (1990) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | jkfinancialinc.com |
| Profile |
How John's firm compares
- J.K. Financial, Inc.'s average account is about $470,000, from its Form ADV (assets managed divided by 417 accounts).
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Questions about John
Is John Kvale a fee-only financial advisor?
Yes. John Kvale 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 John's firm.
How does John charge for financial advice?
John's firm, J.K. Financial, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Kvale based?
John Kvale is based in Dallas, Texas.
What does John specialize in?
John's specialties include equity compensation, estate & legacy planning, tax planning, retirement planning and small business owners. John works with pre-retirees, early-career professionals, executives and retirees.
What credentials does John Kvale hold?
John Kvale holds the CFA and CFP credentials.
Is John Kvale registered with the SEC?
Yes. John Kvale is registered as an investment adviser representative in TX (CRD 2047457), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does J.K. Financial, Inc. manage?
J.K. Financial, Inc. reports $195.8M across 417 accounts in assets under management.
How do I contact John Kvale?
Through John's website, jkfinancialinc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on equity compensation
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- J.K. Financial, 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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