Barbara Binder is a CFP-designated registered investment advisor at Bkb Financial Advisors, LLC, based in Menlo Park, CA, with 22 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
BKB Financial Advisors charges by the hour for all planning services, with rates ranging from $150 to $450 per hour depending on when the engagement started and which advisor is performing the work. Travel time is billed at half the normal hourly rate. The firm requires a $5,000 relationship minimum for new clients.
Location
Menlo Park, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bkb Financial Advisors, LLC
State Registrations1 state
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Exams
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