Evenkiehl, LLC fees and pricing
Financial planner in Lancaster, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 17, 2026, Evenkiehl, LLC charges a flat or project fee of $500-$1,000, a monthly fee of $208-$375, and a quarterly fee of $625-$1,125 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$1,000
“Ongoing Comprehensive Financial Planning 7 Ongoing Comprehensive Financial Planning consists of an upfront charge of $500-$1,000 and an ongoing fee that is paid in arrears, either monthly or quarterly.”
- Monthly fee
- $208-$375/mo
“For clients paying monthly, the fee is $208-$375 per month.”
- Quarterly fee
- $625-$1,125/qtr
“For clients paying quarterly, the fee is $625-$1,125 per quarter.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Evenkiehl, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
How Evenkiehl, LLC’s fees compare
- Its flat or project fee of $500-$1,000 is below the Pennsylvania median of $3,650. 9% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 of the 9 other planners in Lancaster that publish a flat or project fee charge less.
About Evenkiehl, LLC
- Principal: Jonathan E. Kiehl
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2021 (5 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 29
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $13,455,663
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 314795
- Phone
- (717) 725-6256
Other planners in Lancaster that publish fees
- Atwater MalickLancaster$500
- Carriage Hill Investment Associates LLCLancaster$250/hr
- Chestnut Street Investment Counsel, LLCLancaster$250-$350/hr, $500-$5,000
- Cool Creek FinancialLancaster$200/hr, $1,000-$2,000
- Fident Financial, LLCLancaster$3,000-$6,500, $500/mo
- Harlan Financial LLCLancaster$250/hr, $1,800-$5,500
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.