Kreitler Financial LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kreitler Financial serves individuals (including high‑net‑worth clients), business entities, charitable organizations, pension and profit‑sharing plans, trusts and estates, providing discretionary and non‑discretionary investment advisory and portfolio management as well as standalone financial planning and consulting. The firm also discloses that certain representatives are licensed insurance agents and may offer insurance products on a commission basis when requested by clients.
The firm typically recommends allocations across mutual funds and ETFs, individual equities, bonds and other fixed‑income securities and employs fundamental, technical and cyclical analysis with both long‑ and short‑term trading strategies. Kreitler treats cash as an asset class, will use DFA mutual funds (which may have limited transferability), offers ESG portfolios only upon client request, provides reporting via Tamarac/eMoney, and states it uses AI tools under a formal AI policy with human review of outputs.
Kreitler’s brochure highlights operational relationships that distinguish it from many peers: it generally recommends Raymond James as custodian and discloses receipt of support services from broker‑dealers, participation in Raymond James’ donor‑advised fund program (with potential compensation), and the use of third‑party platforms for fee and reporting processes. Those custodial and product access arrangements, together with the firm’s written disclosures about AI use and DFA fund limitations, are notable governance and operational features relative to many similarly sized advisory teams.
Client services
Expertise
Fee options
Financial planning and consulting fees generally range from $3,000 to $20,000 on a fixed fee basis.
$0 - $1,299,999: 1.25% $1,300,000 - $1,999,999: 1.20% $2,000,000 - $5,000,000: 1.20% $5,000,001 - $8,000,000: 0.85% $8,000,001 - $13,000,000: 0.75% $13,000,001+: 0.65%
$175 to $400 per hour for financial planning and consulting services.
Account minimum: $1,000,000 Fee-only: Financial planning and consulting fees generally range from $3,000 to $20,000 on a fixed fee basis, and from $175 to $400 on an hourly rate basis.
Main office
265 Church Street, Suite 501
New Haven CT 06510
Advisors at this office
4
Most active in
Colorado · Connecticut · Florida · Massachusetts · New Hampshire · New York · North Carolina · Pennsylvania · Texas · Vermont
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:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Jacob N
CFP®, Series 66
New Haven, CT
Kreitler Financial LLC
Jacob Ness is a CFP® professional with 16 years of industry experience. He has been with Kreitler Financial LLC since 2020 and previously worked at Raymond James Financial Services Advisors, Inc. for ten years. Ness holds the Series 66 designation and is based in New Haven, CT. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm generally allocates assets among mutual funds, ETFs, individual equities, and fixed income, emphasizing periodic portfolio reviews and reallocation based on performance and client objectives.
Charles K
CFP®, Series 66
New Haven, CT
Kreitler Financial LLC
Charles Kreitler is a CFP® professional with 20 years of industry experience. He is a founding member of Kreitler Financial LLC and previously worked at Raymond James Financial Services for 15 years. Outside of his advisory role, he is also an independent insurance agent. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm emphasizes regular portfolio review and reallocation, offering clients access to advanced reporting platforms and a range of investment vehicles including mutual funds, ETFs, equities, and fixed income.
Alyse U
Series 63, Series 65
New Haven, CT
Kreitler Financial LLC
Alyse Uzarski is a financial advisor at Kreitler Financial LLC with 15 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Commonfund for seven years before joining Kreitler Financial in 2021. Outside of her advisory role, she serves as Secretary on the Board of Directors for a family-owned trucking company, Petruzzello Transport, Inc. Kreitler Financial advises individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management as well as financial planning and consulting. The firm emphasizes periodic portfolio review and uses a range of investment vehicles including mutual funds, ETFs, individual equities, and fixed income.
Dwayne T
CFA®, Series 66
New Haven, CT
Kreitler Financial LLC
Dwayne Tyril is a CFA® charterholder and holds a Series 66 license, with seven years of industry experience. He has worked at Kreitler Financial LLC since 2020 and previously held roles at Raymond James Financial Services and Commonfund. Outside of his advisory work, he is involved as an investor and owner in a fitness franchise, Big Pickup Basketball LLC, where he contributes to finance and business strategy. Kreitler Financial LLC serves individuals, high-net-worth clients, trusts, estates, and retirement plans, offering discretionary and non-discretionary portfolio management alongside financial planning and consulting. The firm emphasizes periodic portfolio review and reallocation, manages assets across mutual funds, ETFs, equities, and fixed income, and provides clients access to advanced reporting platforms.
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