A complete list of active advisors currently associated with Kienzle Wealth Consulting LLC
Warmer can help you find a great advisor at Kienzle Wealth Consulting LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kienzle Wealth Consulting LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Nokomis, FL
| 32
|
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