Kiel Investment Company fees and pricing
Financial planner in Carmel, Indiana. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 10, 2026, Kiel Investment Company charges $150 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150/hr
“Hourly fee of $150 (negotiable) Portfolio Management fees apply if assets are to be managed on a continuous basis. Financial Planning and Advice Services:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kiel Investment Company bills
Payment and refund terms, quoted from the fee section of the brochure.
- “At the discretion of the client, fees are either deducted from the client’s account or the client is billed for fees on a quarterly basis.”
- “Fees are not charged in advance, but in arrears, based upon account value at the end of each quarter.”
- “If the advisory contract with the client is terminated, fees will be charged on a pro-rata basis from the beginning of the final quarter through the termination date.”
How Kiel Investment Company’s fees compare
- Its hourly rate of $150 is below the Indiana median of $250. 9% of the 119 other Indiana planners that publish an hourly rate charge less.
- None of the 8 other planners in Carmel that publish an hourly rate charge less.
About Kiel Investment Company
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- College planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 6
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $1,608,669
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131043
- Phone
- (312) 259-4957
Other planners in Carmel that publish fees
- Catalyze Wealth ManagementCarmel$4,800-$15,000/yr
- Circle City Wealth Management LLCCarmel$500-$5,000
- Fortitude Private WealthCarmel$300/hr, $3,000-$10,000
- Fortress Capital AdvisorsCarmel$7,500-$15,000/yr
- Integrated Investment Strategies,inc.Carmel$3,500/yr
- Keystone Financial Advisory, LLCCarmel$180/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.