Wealth Management with BKFi
Transparency and trust are fundamental to a successful financial planner and client relationship. That’s why we’ve listed our fees right on this page, so you don’t have to try and read any fine print.
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How Will You Grow With BKFi?
We don't believe in one-size-fits-all. Instead, we offer distinct service blueprints designed to match where you are in your unique financial journey and grow alongside your evolving needs.
Start Up
For professionals focused on building wealth strategically.
What's Included:
- Financial planning & thought partner
- Dedicated CFP® professional who gets you
- Major life event guidance
- Cohesive investment management
- Inheritance & windfall planning
May Be Right For:
- Early-career professionals
- Pre-liquidity startup employees
- Under $1M investable assets
- Future wealth builders
As your fiduciary partner, we aim to provide the clarity and guidance needed to make informed financial decisions.
How you pay us:
- A Base financial planning fee (paid monthly)-use the calculator below
- +1% of assets managed + separate fee for tax filing-we can do your taxes
Core
For established professionals looking to optimize and protect their wealth.
What's Included:
- Financial planning & thought partner
- Dedicated CFP® professional who gets you
- 6-month tax forecasting
- Cohesive investment management
- Estate planning
- Strategy optimization
May Be Right For:
- Mid-senior professionals
- $1M-$10M investable assets
- Complex equity holders
- Tax strategy seekers
As your fiduciary partner, we provide the strategic insight and integrated planning needed to help protect and manage your wealth thoughtfully.
How you pay us:
- Tiered asset management
- Separate fee for tax filing-we can do your taxes.
Elite
For individuals navigating significant wealth with complex planning needs.
What's Included:
- All core offerings
- Personal & trust tax filing
- Annual in-person planning for goal alignment
- Family wealth support
- External advisor coordination
May Be Right For:
- $10M+ investable assets
- Pre-liquidity executives
- Multi-generational families
- Complex wealth scenarios
As your fiduciary partner, we offer our most comprehensive service level to address the intricate planning needs accompanying significant wealth.
How you pay us:
- A tiered asset management fee, that’s it
- Personal taxes are included, let us handle everything with minimal hassle
Our Pricing Philosophy
As a fiduciary we have come up with a way for us to get paid that we think aligns us with our clients' best interests. Our aim is to provide exceptional value to our clients and be compensated for the work we do. While no pricing model is perfect, our tiered pricing allows us to serve both clients just getting started on their journey to financial independence as well at those protecting and growing generational wealth.