STK Planning

Company Description (LinkedIn): STKeros Financial Planning, LLC (www.stkplanning.com) is a Registered Investment Advisory firm which provides financial planning, investment management and tax-preparation services to clients with all levels of income and net worth. However, we have particular experience serving clients working in healthcare and the health-related sciences.

• ⏳ Active Since:
• 📍 Location: New York, New York, United States
• 🔢 Employee Count:
• 👥 Followers:

From SEC filings:

💁 Advisory Services Offered

• Financial planning services
• Educational seminars/workshops

💲 Compensation Options

• Hourly charges
• Fixed fees (other than subscription fees)

Accounts

• 💰 Total AUM ($Millions): 0
• 🧾 Number of accounts: 0
• 🛍 Average Account Size: $0

View more details on Wealthminder 🔗

External Links:

• View form ADV (SEC) 📄
• View form CRS (SEC) 📄

Visit www.stkplanning.com