Kreiner Financial Wealth Management, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
151
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
151
Very HighAverage account size
$0
About
Kreiner Financial Wealth Management, Inc. provides fee-based financial planning and consulting primarily to individual clients, delivering tailored plans and a menu of stand‑alone analytical reports to document objectives and recommended actions. The firm does not custody or directly manage client assets; clients seeking portfolio management are referred to third‑party managers.
The firm’s planning services are billed on an hourly or fixed‑fee basis rather than through a direct percentage‑of‑assets charge, and engagement outcomes are communicated through periodic reviews and written reports. When investment management is appropriate, the firm evaluates and recommends third‑party managers, acts as a liaison, and monitors those managers’ performance without exercising trading discretion over client accounts.
Distinctive features include an affiliated insurance business operated by a firm principal—who spends roughly half of their time on those activities—and a program of public educational seminars and workshops. The firm discloses that it receives referral and incentive compensation from certain third‑party money managers and describes procedures intended to mitigate the resulting conflicts of interest.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
General retirement planning
Retirement income strategy
Social Security optimization
Income planning
Roth conversion strategy
Fee options
Fixed fees for financial planning bundled reports ($200 each bundle), three-bundle package ($500), individual reports ($50 each), and customized bundles ($200)
All Assets+: 2.15% All Assets+: 2.00% All Assets+: 1.85% All Assets+: 1.70% All Assets+: 1.80% All Assets+: 1.70% All Assets+: 1.50% All Assets+: 1.00%
$120 per hour with one hour minimum for financial planning services
Fee-only: Financial planning hourly fee: $120 per hour with one hour minimum; Fixed fees such as $200 for various bundled reports; $50 per individual report; $500 for three-bundle package; Customized bundles $200
Main office location
Kreiner Financial Wealth Management, Inc.
Spring Grove PA, United States
Number of offices
1
Most active in
Kreiner Financial Wealth Management, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
Forms ADV
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