Firm
JWK Financial
New York, New York
Fee-only
JWK Financial at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 4 of them high net worth.
- Its average account is about $291,000 (assets it manages divided by its 42 accounts).
- Its ongoing planning fee starts at $10,800 a year, above the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | jwkfinancial.com |
| [email protected] | |
| Phone | (516) 900-3488 |
JWK Financial fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,800 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Comprehensive Financial Planning and Implementation Annual Fee: $10,800" source
"lowering fees and having no asset minimums" source
"Comprehensive Financial Planning and Implementation Annual Fee: $10,800" source
"Comprehensive Financial Planning and Implementation Annual Fee: $10,800" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Hourly · Fixed fees |
|---|---|
| Assets managed | $12 million |
| Individual clients | 13 |
| High-net-worth clients | 4 |
| Accounts managed | 42 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 4, 2026 |
| SEC record | CRD 318355 |