When you do better, we do better – it's that simple.

Our Services

  • Comprehensive Wealth Management

    Our wealth management service incorporates thorough financial planning. Fees range from 0.5% to 1.25% of assets under management, with a tiered structure that rewards growth.

  • Financial Planning

    For specific financial planning needs, we offer services at $250 per hour. Typical projects range from $1,000 to $5,000, based on complexity and time required. We provide a detailed estimate upfront for full transparency.

Fee Structure

Aligning Our Success with Yours

At K-12 Financial Advisors, we adhere to the fiduciary standard, committing to act in your best interest at all times. Our fee-based compensation model reinforces this commitment, ensuring that when you do better, we do better.

The Advantages of Our Fee-Based Model

Our fee-based approach, in contrast to commission-based models, focuses on long-term growth and stability. Here's how this benefits you:

  1. Fiduciary Standard: We hold ourselves to the highest ethical standard in the financial industry, providing advice that always puts your interests first.

  2. Transparency: Our fee structure is clear and predictable, with no hidden costs.

  3. Comprehensive Advice: We're motivated to consider your entire financial picture, not just isolated investment products.

  4. Long-Term Partnership: Our success is directly linked to the growth of your assets over time.

Remember: When you do better, we do better. This alignment of interests forms the foundation of our client-advisor relationship.

Why Choose Our Fee-Based Model?

1.Fiduciary Standard: We are bound by the fiduciary standard to always act in your best interest, ensuring our advice is customized and focused on your financial well-being.

2.Aligned Interests: Our compensation grows as your assets grow, ensuring we're fully invested in your success.

3.Independent Recommendations: We're not incentivized to recommend specific products or make unnecessary transactions.

4.Cost-Effective: Over time, our fee-based model often proves more economical than transaction-based models.

5.Holistic Approach: We're motivated to consider your entire financial landscape, not just investable assets.

At K-12 Financial Advisors, we're committed to your financial success. Our fee-based model and adherence to the fiduciary standard ensure that we prosper together, fostering a partnership focused on pursuing your long-term financial goals. When you do better, we do better – it's that simple.