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Todd Michael Rishel

Advisor at Kintra Wealth, LLC — Williamsport, PA

Updated today

Credentials

CFP®, Series 63, Series 65

Experience

34 years

Location

Williamsport, PA 17701

Kintra Wealth, LLC logo

Kintra Wealth, LLC

Multi-team

Total advisors

46

Across 13 offices

Clients per advisor

63 Typical

Avg AUM per client

$515,103 Typical

HNW client ratio

45% Very High

About

Todd Rishel is a CFP® professional with 34 years of industry experience, currently serving at Kintra Wealth, LLC. His prior experience includes roles at M&T Securities, Inc. for 23 years and LPL Financial for two years. Kintra Wealth serves individuals, families, trusts, charitable organizations, foundations, pension plans, and corporations, providing wealth management, financial planning, retirement-plan consulting, and portfolio management. The firm uses a combined approach of client interviews, model-driven asset allocation, and fundamental security analysis to optimize tax efficiency and coordinate investments on a household basis.

Client services

Based on Kintra Wealth, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Kintra Wealth, LLC

Business exit / sale strategy Retirement income strategy General retirement planning Wealth management

Occupation focus

Based on Kintra Wealth, LLC

Founder/Business Owner

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Fee options

Fixed

Fixed fees generally range from $1,500 to $7,500 for financial planning; business exit planning fees are fixed and based on complexity; institutional advisory fees can be asset-based or fixed and negotiable

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001 - $25,000,000: 0.40% $25,000,001+: 0.30%

Commissions

Certain advisory persons are registered representatives and may earn commissions separately from advisory fees

Project-based

$200-$400 per hour for financial planning services

Subscriptions

Monthly subscription combined with percentage of AUM as one fee option

Other

Fee-only: Hourly rate from $200-$400 per hour; fixed fees generally range from $1,500 to $7,500

Location

See office

Williamsport, PA

1000 Commerce Park Drive, Suite 416

Williamsport PA 17701

Advisors at this office

15

Most active in

Pennsylvania

Work history

34 years of industry experience

Evergreen Wealth Solutions, Llc

2023 - Present • 3 years

Williamsport, PA

LPL Financial

2021 - 2023 • 2 years

Mill Hall, PA

LPL Financial

2021 - 2023 • 2 years

Mill Hall, PA

M&T Securities, INC.

2000 - 2023 • 23 years

Buffalo, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jason E

Series 66

Williamsport, PA

Cetera

Jason Engel is a financial advisor with Cetera, holding a Series 66 designation and over 22 years of industry experience. His prior roles include positions at Voya Financial Advisors and Comprehensive Financial Group. Outside of advisory services, he is president and owner of Dad's Hat Inc., a company providing employee benefits. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, providing access to affiliated and third-party money managers across various program structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joshua H

ChFC®, Series 63, Series 65

Williamsport, PA

True Vine Investments

Joshua Hall is the sole advisor at True Vine Investments in Williamsport, PA. He holds the ChFC® designation and has four years of industry experience. In addition to his advisory role, he owns and operates True Vine Publishing, a book publishing business. True Vine Investments manages accounts for a small group of clients, including individuals, trusts, estates, charitable organizations, and some institutional investors. The firm employs a global, trend-oriented investment approach that combines macro trend identification, market analysis, and company-level fundamental research to build longer-term portfolios with occasional shorter-term adjustments.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Michael H

Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Michael Hudock is a financial advisor at Hudock Capital Group with 22 years of industry experience. He holds Series 63 and Series 65 designations and has worked at APW Capital, Inc. and Comprehensive Asset Management & Servicing. Outside of his advisory work, he serves as a trustee on the finance committee of the Woodcock Foundation for the Appreciation of the Arts. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification strategies, including dividend-yield selections and options strategies, and manages portfolios primarily through a firm-sponsored wrap fee program.

Options & derivatives strategies Passive / index investing
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John K

CFP®, Series 66

Williamsport, PA

Hudock Capital Group

John Kolb is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Hudock Capital Group, where he has worked since 2015, and also has experience at APW Capital, Inc. Outside of his advisory role, Kolb creates outdoor-related video content on social media and serves as a director for the local chapter of Trout Unlimited, a nonprofit conservation organization. Hudock Capital Group provides asset management and financial planning services to individuals, trusts, estates, nonprofits, and business entities. The firm employs a diversified investment approach based on Modern Portfolio Theory, with options for third-party managers and strategies including dividend selection and covered call writing.

Options & derivatives strategies Passive / index investing
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Shelley W

CFP®, Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Shelley Whitnack is a financial advisor with Hudock Capital Group in Williamsport, PA, holding the CFP® designation and Series 63 and 65 licenses. She has 24 years of industry experience and has worked at Hudock Capital Group since 2012 and APW Capital, Inc. since 2018. Outside of her advisory role, she is an active musician, performing as a violist with the Williamsport Symphony Orchestra and engaging in other musical projects including Celtic Wood and Wires and Williamsport Wedding Music. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory and diversification in its investment approach and offers portfolio management through a wrap fee program, with additional services including third-party reporting and account aggregation.

Options & derivatives strategies Passive / index investing
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Wayne D

Series 63, Series 65

Williamsport, PA

Hudock Capital Group

Wayne Dieffenderfer is a financial advisor at Hudock Capital Group with 27 years of industry experience. He has worked at Hudock Capital Group since 2012 and also has experience with APW Capital, Inc. and Comprehensive Asset Management & Servicing, Inc. He serves as a member of the board for the Red Raider Foundation. Hudock Capital Group provides discretionary and non-discretionary asset management and modular financial planning to individuals, trusts, estates, not-for-profit organizations, and business entities. The firm employs Modern Portfolio Theory with diversified strategies and offers a firm-sponsored wrap fee program alongside third-party reporting and account aggregation services.

Options & derivatives strategies Passive / index investing
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