Kiefer Financial Advising LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kiefer Financial Advising is a state-registered investment adviser that offers non-discretionary investment advisory and financial planning services to individuals, retirees, pre-retirees, trusts, and small businesses through both one-time planning engagements and ongoing advisory relationships. The firm describes an education-first approach intended to help clients understand their financial situation and make their own investment decisions.
The firm’s stated investment approach is goal-based and long-term, emphasizing diversification, cost efficiency, and broadly diversified vehicles such as mutual funds and ETFs, with scheduled portfolio reviews and non-discretionary rebalancing recommendations. Clients retain execution authority and the firm does not maintain custody of client assets.
Noteworthy distinctions include the principal’s active role as a licensed health and life insurance agent employed by a separate, family-owned insurance agency — including sales of Medicare Advantage, Medicare Supplement, life, and group health products — and the potential to receive insurance commissions or future ownership interests in that agency, which the brochure identifies as a potential conflict of interest. The brochure also notes the firm charges fixed fees rather than percentage-of-assets fees and, as an initial filing, currently reports no assets under management or custody, which diverges from what many firms in the investment-manager category typically report.
Client services
Expertise
Occupation focus
Fee options
Insurance commissions received separately through a separate insurance agency; advisory fees are separate and clients are not required to purchase insurance products
Fee-only: Initial Financial Planning and Investment Advisory Fee: $500 – $5,000 (one-time); One-time Financial Plan Revisit Fee: $500 – $2,000; Ongoing Advisory Fee: $300 – $500 per quarter
Main office
2143 NE 2nd St
Ocala FL 34470-6950
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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