Kissling Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The Advisor’s hourly fee will be billed at a rate of $250 and will be negotiated and agreed upon by the parties in advance.”

Flat or project fee

$500⁠-⁠$5,000

“Kissling will charge a fixed fee for comprehensive financial planning services in the range of $500 to $5,000 per plan as negotiated and contracted for with client in advance, at the discretion of the Advisor.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kissling Financial Services, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “For partial quarters, the fee will be prorated based on the number of days the account was open during the quarter.”
• “Where it is impractical to deduct fees directly from the client account, the client will be sent an invoice on a quarterly basis for any outstanding advisory fees due.”
• “Hourly fee-based clients are billed on a monthly basis upon completion of work performed.”

How Kissling Financial Services, LLC’s fees compare

• Its hourly rate of $250 matches the Pennsylvania median of $250. 34% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 1 of the 2 other planners in New Castle that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Kissling Financial Services, LLC

• Firm size: 2 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2024 (2 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

689

Employees

2

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$165,460,335

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

299531

Website

kisslingfinancial.com (opens in new tab)

Phone

(724) 667-1617

Can advise clients in 9 states: Colorado, Florida, Indiana, Michigan, New Jersey, Ohio, Pennsylvania, Texas, Washington

Other planners in New Castle that publish fees

• Bill Messner Contrarian Investment Advisory, LLCNew Castle$250/hr
• Storehouse Investments LLCNew Castle$100/hr, $500⁠-⁠$5,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 3 planners in New Castle