Jeffrey Kostis is a CFP, PFS-designated registered investment advisor at Jk Financial Planning,inc., based in Vernon Hills, IL, with 18 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Retirement Roadmap - Not to exceed $2,850
- Retirement projection - Not to exceed $2,700
- Portfolio review - Not to exceed $2,500
- Financial Checkup - Not to exceed $1,500
Contact
Jeffrey Kostis
Location
Vernon Hills, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Jk Financial Planning,inc.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jeff's passion is working with people and helping them prepare for the transitions in their lives. Jeff delivers financial plans in easy to understand language, without the usual industry jargon.