# Stkeros Financial Planning, LLC

> Stkeros Financial Planning, LLC is a state-registered investment advisory firm, registered since 2013, with no regulatory assets under management reported in its Form ADV filing dated May 19, 2026.

- CRD: 169383
- Filed as: STKEROS FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/169383
- AdvisorCensus page: https://advisorcensus.com/firm/stkeros-financial-planning-llc-169383

## Quick answers

**How is Stkeros Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Stkeros Financial Planning, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Stkeros Financial Planning, LLC registered with the SEC or a state?**
Stkeros Financial Planning, LLC is a state-registered investment advisory firm, registered since 2013. Status as filed: APPROVED. CRD 169383.

**What types of clients does Stkeros Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (100); high net worth individuals (50).

**Does Stkeros Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/169383

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 100 | $0 |
| High net worth individuals | 50 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2013 (12 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NY, SD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- doctoredmoney.org
- sotirioskeros.com
- stkplanning.com
- Facebook @sotirios.keros
- X @DoctoredMoney
- X @KerosSotirios

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Stkeros Financial Planning, LLC (CRD 169383): Form ADV filing data as of October 2026.