Firm
LKL Advisors
Atlanta, Georgia
Fee-only
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | lkladvisors.com |
| Phone | (404) 491-1816 |
LKL Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · One-time plans or projects |
In the firm's words
"we offer a one-time financial plan for a flat $2,500" source
"$0 to $500,000 0.75%" source
"Do I need a certain amount of assets to work with you? No." source
"LKL Advisors charges a fee-only, percentage of AUM on the assets that we manage directly for you." 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 | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 25 |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 336769 |