An Atlanta financial advisor for your whole financial picture
LKL Advisors is a fee-only Registered Investment Adviser based in Atlanta, Georgia. We provide comprehensive financial planning, including investments, tax strategy, and estate planning, for a published, tiered fee with no account minimums. Planning happens on secure virtual platforms.
Who we work with in the Atlanta area and beyond
Our planning is built for people whose finances have more moving parts than a single account. These are the groups we most often work with.
Startup and tech employees
Clients with equity compensation that could matter enormously, or not at all.
How we helpCorporate professionals in early to mid career
Individuals and families who value a tech-forward experience but want a human advisor they can trust.
How planning works with LKL Advisors
Your advisor is your first and last point of contact. Everything we offer can be done digitally, so working with an Atlanta-based firm does not depend on where you sit or how much time you have for meetings.
Read about the onboarding experience- 01
Introductory call
Learn about the firm and share what you want from working with an advisor. There is no pressure to decide on the call.
- 02
Financial intake
Questions covering income, expenses, a net asset snapshot, risk preferences, and goals. Work through them on your own or with your advisor.
- 03
Plan review
Your advisor reviews your information across a number of topics and puts together your plan. No assets move at this stage.
- 04
Implementation
If you are aligned with the plan, your advisor sets up accounts and transfers the funds we will manage, all digitally.
Planning and advice under one fee
Comprehensive planning including tax strategy, estate planning, debt solutions, and more under one transparent fee, not upsold. Any planning or investment approach involves trade-offs, and outcomes vary with individual circumstances.
See the full services list- Financial Planning & Budgeting
- Investments
- Estate Planning
- Tax Loss Harvesting
- Direct Indexing
- Structured Notes
- Tax Strategy
- Private Assets
- Debt Solutions
- Insurance Review
A published, tiered fee and no account minimums
LKL Advisors is an independent, fee-only fiduciary with no commissions and no proprietary products to sell. There are no account minimums, no hidden fees, and all comprehensive services are included under this single fee.
See full pricing and a worked exampleAssets under management
Annual fee rate- $0 to $500,000
- 0.75%
- $500,001 to $5,000,000
- 0.50%
- Above $5,000,001
- 0.25%
The fee applies to assets managed directly by LKL Advisors and does not include third-party fees outside the firm, such as fund expenses or custodial charges. See Form ADV Part 2A for full details.
Based in Atlanta. Working across the country.
LKL Advisors is based in Atlanta, Georgia, and is a Georgia-registered investment adviser. Because the firm runs entirely on secure virtual platforms, we also work with clients across the country, only where the firm is registered, notice filed, or exempt from registration.
About the firmQuestions about working with an Atlanta financial advisor
No. LKL Advisors has no account minimums and meets clients where they are, providing planning regardless of portfolio size.
The firm charges a fee-only, percentage of assets under management fee on the assets it manages directly: 0.75% on the first $500,000, 0.50% from $500,001 to $5,000,000, and 0.25% above $5,000,001. There are no commissions and no hidden fees. See the pricing page and Form ADV Part 2A for full details.
No. The firm is based in Atlanta, Georgia, and works with clients across the country via secure virtual platforms, strictly maintaining compliance with applicable state de minimis exemption thresholds and regulatory requirements.
The introductory call is a chance to learn about the firm and share what you want to get out of working with an advisor. There is no pressure to make a decision on the call.
Talk with an Atlanta advisor
Book an introductory call to learn about the firm and share what you want to get out of working with an advisor. You can also send a message first.
This page is for general informational purposes and is not personalized investment, tax, or legal advice. LKL Advisors is only permitted to conduct business in states where it is registered, notice filed, or exempt from registration. Investing involves risk, including the potential loss of principal. Additional disclosures appear in the footer and on the disclosures page.