Kuleck Financial Planning

Kuleck Financial Planning at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 10 individual clients.
• Its website says it's taking new clients.

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Kuleck Financial Planning fees

Kuleck Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (1)

• Robin Kuleck

  CFP