STKeros Financial Planning offers financial planning and investment-related services on an hourly basis. STK Planning does not sell any commissioned products and is compensated solely through hourly fees for financial planning, fixed fees for tax preparation, and educational lectures. Services include financial goal setting, risk management, retirement and estate planning, tax planning, insurance analysis, and portfolio review. Clients are responsible for implementing recommendations.
Fee Structure
STKeros Financial Planning offers advice and reviews of investment accounts, including suggestions for new investments, asset allocation, and rebalancing strategies. These services are billed hourly at $360/hour. Investment portfolios are reviewed as needed, based on client requests. STK Planning does not manage assets directly or have discretionary trading authority, but may execute transactions on behalf of clients if specifically directed.