Todd Michael Rishel
Advisor at Kintra Wealth, LLC — Williamsport, PA
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 63, Series 65
Experience Industry experience
34 years
Location
Williamsport, PA 17701
Kintra Wealth, LLC
Multi-team
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.
Based on Kintra Wealth, LLC
Based on Kintra Wealth, LLC
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
$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%
Certain advisory persons are registered representatives and may earn commissions separately from advisory fees
$200-$400 per hour for financial planning services
Monthly subscription combined with percentage of AUM as one fee option
Fee-only: Hourly rate from $200-$400 per hour; fixed fees generally range from $1,500 to $7,500
Williamsport, PA
1000 Commerce Park Drive, Suite 416
Williamsport PA 17701
Advisors at this office
14
Pennsylvania
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
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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