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LK Financial Planning LLC
LK FINANCIAL PLANNING LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2015. The firm manages approximately $87 million in...
Overview
LK FINANCIAL PLANNING LLC is an SEC-registered investment adviser in NEW YORK, NY, registered since 2015. The firm manages approximately $87 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is LK Financial Planning LLC a fiduciary?
Yes. As a registered investment advisor (RIA) under state securities laws, the firm is legally required to act as a fiduciary for its clients, placing client interests above its own when providing investment advice.
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