Kienzle Wealth Consulting LLC fees and pricing
Financial planner in Nokomis, Florida. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 18, 2026, Kienzle Wealth Consulting LLC charges $500 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $500/hr
“Limited hourly financial planning engagements are offered at KWC’s discretion, at the rate of $500 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kienzle Wealth Consulting LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The ongoing financial planning fee is a tiered, negotiable, and ongoing fee that is paid quarterly, in advance, at the rate outlined in the chart below.”
- “Fees for this service may be paid by credit card, electronic funds transfer, or check.”
- “This service may be terminated with 5 days written notice and the remaining quarterly fee will be prorated.”
How Kienzle Wealth Consulting LLC’s fees compare
- Its hourly rate of $500 is above the Florida median of $288. 87% of the 372 other Florida planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Kienzle Wealth Consulting LLC
- Principal: Steven Kienzle
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316758
- Phone
- (941) 232-8855
Other planners in Nokomis that publish fees
- Baobab Wealth ManagementNokomis$300/hr
- 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
- 7 Star Investment AdvisorsRiverview$1,500-$7,500
- Acertado InvestmentsFort Lauderdale$800-$3,600
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.