Kienzle Wealth Consulting LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kienzle Wealth Consulting LLC is a Florida-registered, single-advisor advisory firm that provides comprehensive financial planning to individuals and high-net-worth clients. Services described in the brochure include ongoing comprehensive financial planning, hourly engagements, and advice on retirement, estate, tax strategies, cash flow, college funding, insurance, and business planning.
The firm emphasizes planning and advice rather than discretionary portfolio management — KWC does not provide investment management, does not accept custody of client assets, and clients implement any investment recommendations through their chosen custodians. When an investment analysis is part of a plan, the firm may use fundamental, technical, charting, cyclical analysis and modern portfolio theory, and it considers both passive and active vehicles; fees are charged via a tiered net-worth flat-fee schedule or hourly rather than as a percentage of assets under management.
Noteworthy features relative to many independent peers are the absence of portfolio management services and the avoidance of percentage-of-AUM pricing, with a published tiered net-worth fee table (including a stated $7,000 annual fee for the lowest tier) that points toward serving wealthier households. The principal is a CFP certificant with long prior industry experience and will maintain dual registration during a client transition period as the new firm establishes operations.
Client services
Expertise
Fee options
$0 - $2,000,000: $7,000 annual fee $2,000,001 - $10,000,000: 0.35% annually $10,000,001 - $15,000,000: 0.30% annually $15,000,001 - $25,000,000: 0.25% annually $25,000,001+: Negotiable
$500 per hour for hourly financial planning engagements
Minimum fee: $7,000 annually for net worth $0 - $2,000,000 Fee-only: Ongoing comprehensive financial planning fees as tiered above and hourly financial planning at $500 per hour
Main office
Nokomis FL
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")