BKFi Pricing
The lowest service tier we offer
What is Start-up?
This U.S. government agency, created in 1934 after the stock market crash, regulates the securities industry and enforces federal securities laws.
What is the SEC?
The team member who has competed in speed puzzling competitions.
Who is Jessica?
The name of BKFi's podcast.
What is The Liquidity Event?
This is the largest mammal on Earth, with adults reaching up to 100 feet long and weighing as much as 200 tons.
What is the blue whale?
The base planning fee for a Start-up Couple
What is $7,200?
This Code section allows a tax-free exchange of life insurance, annuity, or endowment contracts.
What is Section 1035?
The team member who ran a marathon this year.
Who is John?
The majority of BKFi's clients live in this state.
What is New York?
The only U.S. state that borders exactly one other state.
What is Maine?
The cutoff investable assets that would take you from Start-Up to Core.
What is $1 million?
This term refers to the gradual reduction of a loan's balance through scheduled payments of principal and interest over time.
What is amortization?
The team member who lives closest to The White House.
Who is Tiffini?
The name of our employee education program - where we present at companies about equity compensation.
What is BKFi Academy?
In this Shakespeare tragedy, the title character is goaded by three witches and his ambitious wife into murdering the King of Scotland.
What is Macbeth?
The one-time onboarding fee for a new bookkeeping client.
What is $2000?
This 1987 stock market crash, occurring on October 19th, saw the Dow Jones Industrial Average plummet 22.6% in a single day — the largest one-day percentage drop in its history.
What is Black Monday?
The team member who recently travelled to Austria.
Who is AJ?
The company that has the most number of BKFi clients working there.
What is Palantir?
This Polish-French scientist is the only person to win Nobel Prizes in two different sciences — Physics in 1903 and Chemistry in 1911.
Who is Marie Curie?
The asset management percentage free for a portfolio less than $2M.
What is 1%?
This election, which must be filed within 30 days, has cost more than one founder their company when they forgot to send it certified mail.
What is the 83(b) election?
The team member who lives closest to The Liberty Bell.
Who is Ed?
The phrase John says at the end of each All Hands meeting.
What is "Thank you for voluntarily attending our mandatory biweekly All Hands and I'll see you on Slack"
This company became the first publicly traded U.S. company to reach a $1 trillion market cap in 2018.
What is Apple?