Kiefer Financial Advising LLC fees and pricing
Financial planner in Ocala, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 5, 2026, Kiefer Financial Advising LLC charges a quarterly fee of $300-$500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $300-$500/qtr
“Quarterly Fee Range: $300 – $500 Advisory Period: 12 months The Firm offers ongoing investment advisory and financial planning services pursuant to a written advisory agreement with a 12-month term.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kiefer Financial Advising LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Ongoing access to the advisor between scheduled reviews is provided as part of the advisory relationship but is not a separately billed service.”
- “All fees are agreed upon in advance and documented in a written Client Advisory Agreement.”
- “This fee is generally due prior to or at the start of the engagement and is earned upon delivery of the agreed-upon planning services and recommendations.”
How Kiefer Financial Advising LLC’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Kiefer Financial Advising LLC
“Description of the Firm Kiefer Financial Advising LLC (“Kiefer Financial Advising” or the “Firm”) is a state-registered investment adviser that provides non-discretionary investment advisory and financial planning services to individual clients.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341026
- Phone
- (352) 807-7035
Other planners in Ocala that publish fees
- Golden Reed Wealth Management, LLCOcala$250/hr, $2,500-$10,000
- Private Client Services Group, LLCOcala$200/hr
- Zinnia Wealth Advisory, LLCOcala$20,000/yr
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
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.